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Level 1
June 4, 2019
Question

Which version or versions of turbotax support backdoor roth conversions? Do they all, or will i have to get one of the higher priced versions to accomplishe this?

  • June 4, 2019
  • 1 reply
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1 reply

Level 15
June 4, 2019

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]


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Level 15
June 4, 2019
answer edited
**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"