How can I reach out to the TurboTax programmers to let them know that their IRA workflow is absolutely crap - and has been for many years?

The IRA worksheets are garbage. There is no logic to the workflow (questions). It takes HOURS to figure out how to make a non-deductible IRA contribution and then a ROTH conversion. Turbotax needs to fix this.

380

Expert Alumni

Apr 17, 2023 11:04:42 AM

Take a look at the following TurboTax help article for step by step instructions to enter the back door Roth IRA contribution:

How do I enter a backdoor Roth IRA conversion?

Level 15

Apr 17, 2023 11:17:15 AM

the procedure depends on whether you do the conversion in the same year or the next year.

If the same year, you have to inform TurboTax of your new basis due to non-deductible contribution.

@lowesisland

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How can I reach out to the TurboTax programmers to let them know that their IRA workflow is absolutely crap - and has been for many years?