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Jkkenney2
New Member

Back door roth conversion

Having trouble figuring out how to enter a back door roth conversion with desktop version of turbo tax.  I made no contribution in 2025 and only did a conversion. 1099r received does not know taxable portion but i have 8606 from last year to use.  Turbo tax did not prompt me for traditional value as of 31 december so it does not know my traditional value.  Is this something I need to enter manually and over write the current draft 8606 for 2025 to get pro rated non taxable portion considered.  If yes tell me where and how to do this

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2 Replies

Back door roth conversion

after you input the 1099-R and it shows the summary table of your 1099-Rs, click Done and then it asks about disasters, then the IRA basis and then the market value as of 12/13/25.  If this doesn't come up then I think something was up with the 1099-R entry or the questions about the Roth conversion.

 

fwiw here are the backdoor roth instructions tho it's a bit vague on some of the question flow.

 

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

Back door roth conversion

in forms mode you can also check on IRA Info Wks lines 2/18 but I wouldn't recommend trying to do it directly in forms in case there is some other issue with the entry for the roth conversion, it should be coming up in Easy Step.

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