I'm funding my 401k with both PRE-TAX and AFTER-TAX (non-roth) funds. Fidelity allows for "Daily roth in-plan conversion" of the after tax funds, which I did in 2020.
I'm having difficulty reflecting these after-tax to roth in-plan conversion funds in turbotax. I receive a 1099R from Fidelity, but the questions I'm asked about my Roth in-plan conversion in turbotax do not seem to fit the 1099R, and I keep getting the result of "roth over-contribution, penalty due, etc."
I'm in the Retirement and Investments Section, Traditional and Roth IRA Contributions.
How/where do I enter after-tax roth in-plan conversions in turbotax on Mac? There is a guide that someone else has done, but it seems to be on a windows setup, at least it looks a lot different than my mac version.
https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html