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Cowboy1987
Level 2

TIRA to ROTH recharacterization reason

What reason should I enter for converting a TIRA to a backdoor ROTH? 

2 Replies
AnnetteB6
Expert Alumni

TIRA to ROTH recharacterization reason

When entering information about a back door Roth IRA conversion from a non-deductible Traditional IRA, you do not need to enter any kind of explanation.  The forms and data speak for themselves.  

 

If you are in a section of your return asking for a reason for 'recharacterization', then you have gotten on the wrong track.  Recharacterization is when you change your mind and attempt to reverse a conversion.  

 

Take a look at the following TurboTax article for more information about conversions and recharacterizations and the steps you need to take in TurboTax to report a back door Roth IRA conversion.

 

What's the difference between a conversion and a recharacterization?

 

How do I enter a backdoor Roth IRA conversion?

 

 

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Cowboy1987
Level 2

TIRA to ROTH recharacterization reason

Thank you very much!

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