how do i enter a backdoor Roth in turbotax online for 2025? The only box I see for nondeductable contribution is for 2024

[MindyB]

There is a 2 step process to reporting a backdoor Roth, here is how to enter it(from: How do I enter a backdoor Roth IRA conversion?:

Step 1:  Enter the Non-Deductible Contribution to a Traditional IRA

1. Go to Deductions & Credits and scroll to the Traditional and Roth IRA Contributions section. Click Start. 
2. On the screen, Tell us about your IRAs, check the Traditional IRA box and select Continue.
3. After selecting that you contributed to a traditional IRA in 2025, you will be asked Is This a Repayment of a Retirement Distribution?, select No and select Continue.
4. Enter the amount contributed and select Continue..
5. You will be asked Did you recharacterize any of the traditional IRA contributions for 2025 over to a Roth IRA contribution? Select No and Continue.
6. Continue through the interview and answer the questions on the following screens.
7. You will arrive at a screen labeled [Your name’s] Traditional IRAs, with a box labeled Deductible contributions elected non-deductible.
   1. Enter the amount you contributed.
   2. Select Continue.
      • Note: If none of your contribution can be deducted, you'll see the message Based on what you've entered you don't qualify for an IRA deduction, and the full amount of your contribution will automatically be nondeductible.

Step 2:  Enter the Conversion from a Traditional IRA to a Roth IRA

1. Go to Wages & Income.
2. Locate and select the Retirement Plans and Social Security section, then select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
3. Answer Yes to Did you get a 1099-R in 2025?
4. If you land on the screen Review your 1099-R info, select Add another 1099-R.
5. Select how you want to enter your 1099-R and follow the instructions.
6. Answer the questions on the following screens and continue through the return, until you reach Tell us if you moved the money through a rollover or conversion.
7. Select I converted some or all of it to a Roth IRA and Continue.
8. Next, select Yes, all of this money was converted to a Roth IRA.

To check the results of your backdoor Roth IRA conversion, see your Form 1040:

1. From the menu, select Tax Tools, then Tools (if you're currently using the TurboTax Mobile app, you'll need to sign in to the web browser version).
2. Select View Tax Summary.
3. From the menu on the left side of your screen, select Preview my 1040.
   • Your backdoor Roth IRA amount should be listed on Form 1040, Line 4a as IRA distributions.
   • Taxable amount on Form 1040, Line 4b should be zero unless you had earnings between the time you contributed to your Traditional IRA and the time you converted it to Roth IRA, in which case the earnings would be taxable.
   • If you have a Schedule 1, then Schedule 1, Line 20, IRA deduction should be blank.

[ashupe7]

Thank you, I was able to find the 1099-R from my brokerage account.  I added both forms (1 for me and 1 for my spouse) directly imported from my broker.  I went through the import and it stated that I do not owe anything, however my refund was reduced and when I checked the 1040 preview it shows in box 4b that there is a taxable amount.

The 1099-R has both 2a (taxable) has the full amount rolled over to the Roth listed and 2b is checked as taxable amount not determined.  Is there another step that I am missing?

[baldietax]

have you:

1) answered the questions after the 1099-R input (or import) to identify the distribution as a Roth conversion?

2) entered the non-deductible contribution under Deductions & Credits / Requirements section.  Without this the distribution will be determined as fully taxable on Form 8606 (check the outcome on Form 8606).

Follow the steps provided above, linking again here, carefully

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...

[ashupe7]

Thank you I was able to go back through and found my mistake.  I had also entered that I made Roth contributions however, it was only the conversion and not a direct Roth contribution so it was adding double amount and showing an over contribution.