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68Driver
New Member

Backdoor Roth - 4b not showing zero

I've completed the two-step backdoor Roth conversion process, but line 4b on my 1040 form is not showing zero.  How do I fix this??

 

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1 Reply
DanaB27
Expert Alumni

Backdoor Roth - 4b not showing zero

Did you have earnings before you converted the funds? These will be taxable on line 4b.

 

Or did you have pre-tax funds in your traditional/SEP/SIMPLE? if yes, then the pro-rata rule applies. This means that with each distribution/ conversion you will have a taxable and nontaxable part. 

 

You might want to look at Form 8606 to see how the taxable part was calculated.

 

 

Please see How do I enter a backdoor Roth IRA conversion? for additional information.

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