Traditional to Roth rollover conversion

Hello,

My husband and I invest post-tax dollars into traditional IRA and then rollover into Roth. How to ensure we won't get double-taxed on the amount we rollover into our Roth IRAs. Thanks in advance!

posted

You must make sure you do the entries in TurboTax to record the nondeductible traditional IRA contribution, then the conversion.

See How do I enter a backdoor Roth IRA conversion?

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In 2024 I did the "once in a lifetime" transfer or rollover from a traditional IRA to my HSA. This should be tax-free. How do I indicate this in Deluxe?

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