DeanM15
Expert Alumni

Retirement tax questions

I do not believe you need to amend your 2018 return, based on what you are telling me. You may need to delete some items and start the backdoor Roth entries again.

 

This is the guide that I use to enter a backdoor Roth into TurboTax. As you know, the idea is to get the entries of the 1099Rs into the program without any tax or penalties. It is a little complicated, but you may be able to meld what you have already done and what the guide says to do. If not, delete the Forms and start from the beginning.

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