Skip to main content
April 11, 2025
Question

"Traditional IRA and Roth IRA contributions" section question with mega backdoor Roth in-plan

  • April 11, 2025
  • 1 reply
  • 0 views

In Turboxtax, there's a section "Traditional IRA and Roth IRA contributions", where I am not sure whether I need to check the box for "Roth IRA" or not. I don't have any explicit Roth IRA account, but I have mega backdoor Roth in-plan conversion setup. 

 

Do I need to check the box for "Roth IRA" in this section? Or the mega backdoor Roth in-plan is for "Roth 401k" only, not for "Roth IRA", thus there's no need to check this box in Turbotax? 

    1 reply

    April 12, 2025

    No, you do not check Roth IRA, since you did not make direct contributions to the Roth IRA.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    windybirdAuthor
    April 12, 2025

    Thank you!