1099-R filing question.

[djlm-vt]

In 2021 I put the max amount of money (over 65 still working with an employer 401K)  into a Roth IRA.  Did the same in 2022.  Later in January 2022 found out that I was ineligible due to income level so I had my institution recharacterize both contributions to a Traditional IRA.   I filed the recharacterization on my 2021 taxes for the 2021 contribution.  It was less than what I had contributed (as was the 2022 recharacterized amount) .  I put this on the explanation.

This year I have the 1099-R for both 2021 and 2022.  In 2022 I did a backdoor Roth conversion of this money (both amounts) to a Roth IRA and have a 1099-R for that.  My question is after I enter the recharacterization of the Roth to the Traditional IRA in the Roth section of Turbo Tax deductions for the 2022 recharacterizations, how do I handle the backdoor Roth 1099-R.  This 1099 has code 7 Normal Distributions.

[MaryK4]

You will have to indicate that you converted the money to a Roth IRA and that you had nondeductible contributions to the traditional IRAs.  Look for this after you you come to a 1099-R summary page- keep going and you will see the follow-up questions.

[djlm-vt]

Thank you