How to verify if forms related to IRA are being included

[ankitgoelms]

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.

[RobertB4444]

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