Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Apr 6, 2025 9:00:02 PM

When entering Form 8606.. Why is nondeductible contribution different amount than what was actually contibuted to traditional IRA?

Hi all, I contributed $7000 to a traditional IRA and converted all of it $7003 to a Roth IRA.  When answering the questions under "Deductions and Credits" it says I can only make $6720 either deductible or non-deductible, which I chose to elect all $6720 nondeductible.

 

The form says $6720 was deductible but $280 was already nondeductible.  Where did Turbotax get this difference of $280 nondeductible vs $6720 deductible option?  No where did I ever say only $280 of the $7000 was nondeductible.  Thank you

0 1 1397
1 Replies
Expert Alumni
Apr 7, 2025 5:58:07 AM

If you have a retirement plan work and are over a certain income then your deduction is limited automatically. Please see IRA deduction limits for more details. It seems you are in the phaseout range where you can get a partial deduction. So part of your contribution is already automatically nondeductible ($280).

 

If you are performing a backdoor Roth then you correctly selected to make the rest nondeductible.