AnnetteB
Intuit Alumni

Retirement tax questions

Reporting a back door Roth is a matter of reporting a non-deductible Traditional IRA contribution and a Form 1099-R for the conversion. 

Using TurboTax Online, you will need the Deluxe version or higher.  Any version of the CD/downloaded TurboTax will have the required forms. 

For your reference, see the information below for step by step instructions to report the back door Roth.

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


[edited 4/5/19 | 8:25 am PST]