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fszaba1
New Member

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?

 
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2 Replies
AnnetteB
Intuit Alumni

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?

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.

https://ttlc.intuit.com/replies/6768029


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


AnnetteB
Intuit Alumni

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?

answer edited
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