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April 13, 2025
Question

When recording a back door roth IRA why does the form 8606 not automatically show up and which letter choice do i choose to make it non taxable?

  • April 13, 2025
  • 1 reply
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    April 14, 2025

    If you entered the backdoor Roth correctly then TurboTax will fill out Form 8606 automatically. Please review How do I enter a backdoor Roth IRA conversion? Please enter the Form 1099-R exactly as shown on the form do not make any changes.

     

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