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Question

I performed my backdoor Roth declaration incorrectly on a 2023 amendment and paid lots of taxes. How can I amend this error so that I can get my money back?

Forum|Forum|10 months ago
May 19, 2025
1 reply
0 views

I tried to do another amendment for the correct backdoor Roth, but TurboTax is not giving me a tax credit - the refund just says, "0".

Employee

To avoid tax on this conversion, you need to file or had already filed a Form 8606 showing a non-deductible contribution. See Form 8606 Lines 1,2.

OR

If you took a deduction for the traditional IRA contribution, that offsets the tax, so it all balances out and there is no reason to amend.

--

Amend with a properly filled out Form 8606 attached and some or all of your tax on that conversion will be refunded.

NOTE: Generally, if you already had a balance in IRAs before attempting this, you cannot do it completely tax-free.