Roth Mega Backdoor

swarnim777 — Wed, 11 Feb 2026 04:12:44 GMT

I and my wife do Roth Mega backdoor and we file our taxes together. The conversion is done by Fidelity instantaneously. Is there any inputs I need to add to Turbotax to adjust that in my taxes?

Re: Roth Mega Backdoor

RobertB4444 — Wed, 07 Feb 2024 18:48:59 GMT

Any 1099 forms issued to you by fidelity showing the conversion need to be entered into your tax return. Because the Mega Backdoor is done with post tax funds there are no taxable implications. But if you receive any 1099s it is still reportable.

@swarnim777

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Roth Mega Backdoor

Re: Roth Mega Backdoor