☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 11, 2025 3:59:07 PM

Why am I having to pay tax on an IRA distribution when it was post tax funds to a money manager who deposited it to a Roth and it was never a withdrawl, transitional IRA

How do you reflect that a IRA withdrawl was from a 'transitional IRA' where funds were deposited to a ROTH?

0 1 523
1 Replies
Expert Alumni
Apr 11, 2025 4:07:03 PM

If you do not enter the information in TurboTax correctly, it will be taxable income.  This sounds like a backdoor Roth- please review How do I enter a backdoor Roth IRA conversion? and let us know if you have any additional questions.