Re: Anyone having problems reporting a backdoor Roth contribution and conversion? I have a 1099-R that was uploaded, and TT is treating this as taxable.
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Anyone having problems reporting a backdoor Roth contribution and conversion? I have a 1099-R that was uploaded, and TT is treating this as taxable.
have you gone thru all the steps? importing a 1099R is only part of it. You have to go through the questions at the end of the 1099R section to identity it as a Roth conversion and market value of your IRAs as of 12/31/25, and also go through the IRA section under Deductions & Credits to input the non-deductible contrition and other questions related to basis etc. See here for the steps