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nelson-oh
Returning Member

Enter the Non-Deductible Contribution to a Traditional Ira

I tried to follow the steps to enter the info, but can't get past step 2 below, there is no JUMP TO link.  I'm using a Mac, anyone can explain exactly where this search results should be with the JUMP TO link?  I don't see it anywhere.

 

Step 1: Enter the Non-Deductible Contribution to a Traditional IRA

  1. Open your return if it’s not already open.
  2. Search for ira contributions and select the Jump to link in the search results.
  3. Select Traditional IRA on the Traditional IRA and Roth IRA screen and continue.
  4. Answer Yes on the Did you Contribute To a Traditional IRA? screen.
  5. Answer No on the Is This a Repayment of a Retirement Distribution?
  6. On the Tell Us How Much You Contributed screen, enter the amount contributed and continue.
  7. Answer No on the Did You Change Your Mind?
  8. Depending on your situation, answer the remaining questions.
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5 Replies
ThomasM125
Employee Tax Expert

Enter the Non-Deductible Contribution to a Traditional Ira

Sometimes the Jump To option doesn't work.

 

To enter your non-deductible IRA contribution, use these menu tabs in TurboTax:

  1. Deductions and credits
  2. Retirement and Investments
  3. Traditional and Roth IRA Contributions
  4. Choose the "Traditional IRA" option
  5. Enter how much you contributed
  6. Work through the section until you come to Any Nondeductible Contributions to Your IRA? 
  7. Work though a few screens until you see Choose Not to Deduct IRA Contributions

 

 

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nelson-oh
Returning Member

Enter the Non-Deductible Contribution to a Traditional Ira

Thank you Thomas. I'm trying to figure out why my ROTH back door seems to be taxed still.

 

I followed your steps:

  1. Choose the "Traditional IRA" option  This seems to be the box where you pick if you had Traditional IRA or ROTH IRA.  Since we have both, I picked both boxes.  The other option is None of the above.
  2. Enter how much you contributed  Yes.  Also asked for AMOUNT SWITCHED FROM TRADITIONAL IRA TO ROTH IRA, which we converted the whole amount for the year.
  3. Work through the section until you come to Any Nondeductible Contributions to Your IRA?   I tried to pick YES and NO, but seem to get the same results.  
  4. Work though a few screens until you see Choose Not to Deduct IRA Contributions  Does not give me this option, I got a screen that tells me "YOUR INCOME IS TOO HIGH TO CONTRIBUTE"

 

ThomasM125
Employee Tax Expert

Enter the Non-Deductible Contribution to a Traditional Ira

You didn't have a ROTH IRA contribution, you had a rollover, so try unchecking the ROTH contribution box and delete the ROTH contribution. You should receive a form 1099-R reporting the conversion, that is where you report the rollover to the ROTH IRA.

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nelson-oh
Returning Member

Enter the Non-Deductible Contribution to a Traditional Ira

"You didn't have a ROTH IRA contribution, you had a rollover, so try unchecking the ROTH contribution box and delete the ROTH contribution"

 

Well, that's what I've been trying to figure out where this is unchecked, but if I answer all the questions as they are, there is no where for me to uncheck it.

ThomasM125
Employee Tax Expert

Enter the Non-Deductible Contribution to a Traditional Ira

You should see this screen when you re-visit the IRA contribution section, where you can click on the check mark in the ROTH box to remove it:

 

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