Where to correctly enter traditional Ira basis for backdoor Roth?

I'm stuck trying to correctly enter my traditional IRA basis for a backdoor Roth.

I had a balance of $18.10 in my traditional IRA on Jan 1, 2023. Contributed 7k, converted 7k to Roth all in 2024. Had a remaining $49 on Dec 31, 2024 in my traditional IRA. I'm entering my correct amounts when prompted in the deductions/credit IRA section, but it's not pulling a pro rata calculation for me on the conversion. Using desktop software.

Any last minute thoughts? 🙂

1317

Expert Alumni

Apr 13, 2025 6:07:22 AM

To clarify, you entered the basis from your 2023 Form 8606 line 14 and the value on December 31, 2024, at the end of the retirement income interview?

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Click "Continue" and enter the information from your 1099-R
Answer questions until you get to “Tell us if you moved the money through a rollover or conversion" screen and choose “I converted some or all of it to a Roth IRA”
On the "Here's your 1099-R info" screen click "Continue"
Answer "Yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
Answer the questions about the basis from line 14 of your 2023 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

Please note there is also a value question during the IRA contribution interview but this question doesn't carry the amount to Form 8606.

Please see How do I enter a backdoor Roth IRA conversion?

Why sign in to the Community?

Where to correctly enter traditional Ira basis for backdoor Roth?