How do I enter a backdoor Roth IRA conversion?

[Joe32539]

DanaB27,

So I went through the first part as I only contributed to my 2021 Roth IRA by opening a traditional Roth for myself and also another for my spouse, in March of 2022 and funding it then transferring it to the Roth IRA for year 2021.   Because of this I skipped the second section of your instructions since I did not fund a Traditional Roth for 2022. 

I went ahead and deleted the sections I had filled out showing the contributions under "Retirement and Investments" under "Traditional IRA Contributions" although I do plan on contributing to my Roth IRA for tax year 2022, but I do not have to do a "Backdoor Roth" this year.   So would I go ahead and enter the 12,000 like normal in here?  

When I go to run the smart check I am getting 2 errors now for the following (see screenshots).  One for Taxpayer and one for Spouse. Is this an error I have to worry about or can I ignore it and hit "done" ?  If so, how do I fix this error?  

[MarilynG1]

Yes, if you made no non-deductible Traditional IRA Contributions in 2022, Line 15 for both of you would be $0.

Here's more info on Form 8606. 

@Joe32539 

[iamyou]

Why is this so confusing? This is such common task. Why is TurboTax making is so difficult?

MAKE THIS EASIER!

[dmertz]

To be clear, you did not make a Roth IRA contribution, you made traditional IRA contribution.  Do not enter any amount where TurboTax asks for the amount of a Roth IRA contribution.  The Roth conversion is an entirely separate transaction reported only by entering the Form 1099-R that reports the distribution from the traditional IRA and answering TurboTax's follow-up questions.  Two simple, separate entries.

[jrdinsmore]

I have had the same issue since 2022 and it is still not fixed. I see countless posts about the issue and not fixed. I Contribute to a Trad (after Tax) and convert the next day to a Roth and Turbo tax return says it is taxable. If you go to the 1099R and put a $0 in box 2a that seems to fix it. I would run my return to check all the forms to see, but it goes into "not responding" for 10min each time I ask for the 1040 PDF. Not sure what is up with Turbo Tax. Perhaps they should read all these posts and fix this!!