AnnetteB
Intuit Alumni

Retirement tax questions

Take a look at the TurboTax article below for step-by-step instructions to enter your Back Door Roth contributions.

One key point to watch is entering your previous non-deductible basis ($1100). 

When all is done, you should see the total amount of distributions from your Form 1099-R (both you and your spouse) reported on line 15a.  Line 15b should be the sum of any earnings in your IRA from the 2015 contribution that was invested plus $5500 (and earnings if any) from your wife’s deductible 2016 IRA contribution. 

https://ttlc.intuit.com/replies/6768029


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