Skip to main content
Level 2
June 6, 2019
Solved

I did a back door roth ira in Jan 2018 for 2017. How do I reflect this properly in turbo tax. Scottrade says their isn't a need for a 1099. 5498 will not be corrected.

  • June 6, 2019
  • 1 reply
  • 13 views
No text available
Best answer by dmertz

Report the nondeductible traditional IRA contribution for 2017 on your 2017 tax return.

Report the Roth conversion performed in 2018 on your 2018 tax return.

1 reply

dmertzAnswer
Level 15
June 6, 2019

Report the nondeductible traditional IRA contribution for 2017 on your 2017 tax return.

Report the Roth conversion performed in 2018 on your 2018 tax return.