Ok ... making a backdoor contribution in the same year you only converted a portion of the 401K roll was unwise at best ... you no longer can do a clean backdoor conversion ... the form 8606 must now be used ...
To
enter the nondeductible contribution to the traditional IRA:
1. Open
your return
2. Click “Deductions
&Credits” on the top
3. Click
"I'll choose what to work on"
4. Scroll
down to “Traditional and Roth IRA Contributions” and click “Start”
5. Select
“traditional IRA”
6. Answer
“No” to “Is This a Repayment of a Retirement Distribution?”
7. Enter
the amount you contributed
8. Answer
“No” to the recharacterized question on the “Did You Change Your
Mind?” screen
9. Answer
the next questions until you get to “Any Nondeductible Contributions to Your
IRA?” and select “Yes”
10. If you had a basis in the Traditional IRA before then enter the
amount.
11. On the “Choose Not to Deduct IRA Contributions” screen
choose “Yes, make part of my IRA contribution nondeductible” and enter
the amount.
To
enter the 1099-R distribution/conversion:
1. Click
"Personal Income" on the top
2. Click
"I'll choose what to work on"
3. Scroll
down and click "Start" next to "IRA, 401(k),
Pension Plan (1099-R)"
4. Answer
"Yes" to the question "Did You Have Any of These Types
of Income?"
5. Click "I'll
Type it Myself"
6. Choose "Form
1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs,
etc."
7. Click "Continue" and
enter the information from your 1099-R
8. Answer
questions until you get to “What Did You Do With The Money” and
choose “I moved it to another retirement account”
9. Then
choose “I converted all of this money to a Roth IRA account.”
10. On the "Your 1099-R Entries" screen
click "continue"
11. Answer "yes" to "Any nondeductible
Contribution yo your IRA?"
12. Answer the questions
