Which version or versions of turbotax support backdoor roth conversions? Do they all, or will i have to get one of the higher priced versions to accomplishe this?

1738

Intuit Alumni

Jun 3, 2019 5:00:55 PM

Reporting a back door Roth is a matter of reporting a non-deductible Traditional IRA contribution and a Form 1099-R for the conversion.

Using TurboTax Online, you will need the Deluxe version or higher. Any version of the CD/downloaded TurboTax will have the required forms.

For your reference, see the information below for step by step instructions to report the back door Roth.

[edited 4/5/19 | 8:25 am PST]

Intuit Alumni

Jun 3, 2019 5:00:56 PM

answer edited