how do I report a roth IRA conversion?

grashbey — Tue, 07 Apr 2026 17:27:57 GMT

none of the turbo tax questions are taking me to the entry point

Re: how do I report a roth IRA conversion?

ReneV4 — Tue, 07 Apr 2026 21:55:22 GMT

The reason you are not finding a single entry point to report your conversion is that reporting a backdoor Roth conversion is a two-step process. Here is how to properly report your Roth IRA conversion in TurboTax:

Step One:

Go to Deductions & Credits, Retirement and Investments, Traditional and Roth IRA Contributions, to enter your contribution amount
Next, select Traditional IRA and continue through the interview, ensuring you select "No" when asked if you recharacterized the contribution
You should receive a message informing you that it is a nondeductible IRA contribution once you have made the entries

Step Two:

Go to Wages & Income, Retirement Plans and Social Security to enter your Form 1099-R information
Ensure you select, "I converted some or all of it to a Roth IRA"
Continue answering the questions until you reach the "Review your 1099-R Info" screen

To review your conversion results:

Click Tax Tools on the left panel within TurboTax
Scroll down and click Tools
Select View Tax Summary from Tools Center once it opens
Click Preview my 1040 which will appear above Tax tools on the left panel
Scroll down and look for Line 4a, ensuring it contains the distribution amount
Next, check Line 4b to ensure there is either a zero (0), or is blank

Learn more by reading How do I enter a backdoor Roth IRA conversion?

topic how do I report a roth IRA conversion? in Retirement tax questions

how do I report a roth IRA conversion?

Re: how do I report a roth IRA conversion?