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We're filing married and my wife made a backdoor roth contribution in Jan 2024. What are the steps to report in turbotax for 2023 tax filing?

 
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3 Replies
Vanessa A
Expert Alumni

We're filing married and my wife made a backdoor roth contribution in Jan 2024. What are the steps to report in turbotax for 2023 tax filing?

It is a 2 step process to reporting the backdoor Roth.  You can follow the instructions in this link to report your backdoor Roth, using the link for either TurboTax Online or Desktop. 

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We're filing married and my wife made a backdoor roth contribution in Jan 2024. What are the steps to report in turbotax for 2023 tax filing?

Thank you!  So to confirm, if we did not receive a 1099-R for 2023, since the traditional IRA contribution which was converted to a Roth IRA in 2024, we should only complete step 1 outlined in your message?

ThomasM125
Expert Alumni

We're filing married and my wife made a backdoor roth contribution in Jan 2024. What are the steps to report in turbotax for 2023 tax filing?

Yes, you only do the 1st step as mentioned by @Vanessa A, since step two involves reporting the Form 1099-R, which you won't receive until 2024.

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