Error in Summary Tax View regarding ROTH conversion

Forum|Forum|3 months ago
March 24, 2026
1 reply
9 views

I have converted some of my ROLLOVER IRA amount to a ROTH IRA which is taxable under the rules (while there is no penalty as I am over the age of 59-1/2);
-- Box 2(a) is checked

However the summary comparison page shows this conversion as NON-TAXABLE

-- is this correct?

Thx in advance
AC

acavaleAuthor

Level 2

Hello TT team,

Is the above a coding issue?

Monikak11

Level 2

If you are rolling over a Traditional IRA and converting some of it to a Roth IRA, this involves a multi-step process to enter.

A backdoor Roth IRA allows you to get around income limits by converting a traditional IRA into a Roth IRA. You'll get a Form 1099-R the year you make the conversion.

Contributing directly to a Roth IRA is restricted if your income is beyond certain limits, but there are no income limits for conversions.

Your 1099-R from the distribution of the traditional IRA funds will say code 2 in box 7 (or code 7 if your age is over 59 ½) .

You should report your conversion for the year you receive this 1099-R:

If you received a 2025 1099-R in 2026, complete both steps below to report it on your 2025 taxes.
If you'll receive a 2026 1099-R in 2026, wait to report it on your 2026 taxes. In this case, only complete Step 1 below for your 2025 taxes. You’ll complete the second step next year when filing your taxes for 2026.

Please see this help article for the complete steps to enter in TurboTax to properly report this type of transaction.

@acavale