When I imported my 1099R for my backdoor roth it increased my taxes by $1440. This should not happen since it is after tax dollar. Anyone else having this issue?

[gt97grad]

Box 2A taxable amount has 6000 but box 2B "Taxable Amount not determined" is checked

[MaryK4]

You have to continue through the TurboTax interview after you enter the 1099-R and make sure you indicate that the contributions to the traditional IRA were nondeductible.  (See below.)

[gt97grad]

The software does not take me to the screen. It did prior years but not this year. 

[gt97grad]

Hi @MaryK4 the software did not take me to that screen. It did prior years but not this year. 

[DanaB27]

Please verify, that the IRA/SEP/SIMPLE box is checked on your Form 1099-R entry.

Please review these backdoor Roth steps below if necessary.

To enter the nondeductible contribution to the traditional IRA:

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “IRA contributions” 
3. Click on “Jump to IRA contributions"
4. Select “traditional IRA”
5. Answer “No” to “Is This a Repayment of a Retirement Distribution?”
6. Enter the amount you contributed
7. Answer “No” to the recharacterized question on the “Did You Change Your Mind?” screen
8. Answer the next questions until you get to “Any Nondeductible Contributions to Your IRA?” and select “Yes” if you had a nondeductible contribution before this tax year.
9. Enter your basis in the Traditional IRA from your 2021 Form 8606 line 14 (if you had a basis in the prior year)
10. On the “Choose Not to Deduct IRA Contributions” screen choose “Yes, make part of my IRA contribution nondeductible” and enter the amount (if you have a retirement plan at work and are over the income limit it will be nondeductible automatically and you only get a warning and then a screen saying $0 is deductible).

To enter the 1099-R conversion: 

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R
4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
5. On the "Review your 1099-R info" screen click "Continue"
6. Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
7. Answer the questions about the basis from line 14 of your 2021 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

@gt97grad 

[weafrique]

Was this resolved because I am having the same problem. I converted $6100 to backdoor Roth. Balance in contributory account was $0 by December 21, 2022.  After enter the info on 1099R by taxes increased about $2000. Although my understanding is that is post tax contribution. I followed through with all the steps above but my tax burden did not change

[DanaB27]

To confirm you made a nondeductible traditional IRA contribution for 2022 ($6,000?) in 2022 and converted it to Roth in 2022. If you followed the steps above you should have Form 8606 and only the earnings should show as taxable on line 18.

It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online: 

1. From the left menu select Tax Tools. 
2. Then select Tools below Tax Tools. 
3. A window will pop up which says Tools Center.  
4. On this screen, select Share my file with Agent. 
5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
6. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

The instructions for TurboTax Download: 

1. On your menu bar at the very top, click "Online"
2. Select "Send Tax File to Agent"  
3. Click "Send"
4. The pop-up will have a token number
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

@weafrique