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Level 1
posted Apr 3, 2024 11:03:36 AM

How to verify if forms related to IRA are being included

Hello Team,

 

I contributed in March2024, for Traditional IRA for 2023 tax year, and later converted that to Roth IRA. It's a post tax contribution, how do I ensure that turbo tax is including the necessary forms with my return.

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1 Replies
Expert Alumni
Apr 3, 2024 11:07:56 AM

You have what is known as a 'backdoor Roth' contribution.  

 

It's a two step process to enter this properly in TurboTax.

 

Here are the instructions.

 

@ankitgoelms