2024 turbotax online is making it impossible to enter a backdoor roth.

Forum|Forum|1 year ago
February 20, 2025
1 reply
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For the life of me I can't get it to let me enter back door roth. Put 7k non-deductible (post tax) into my Trad IRA, several dayslater rolled it over to Roth IRA. Have a 1099-R from trad IRA. Turbotax will not account for this, keeps reducingmy refund.

AnnetteB6

Take a look at the following TurboTax help article for step-by-step guidance to enter the transactions associated with a backdoor Roth IRA conversion. If you are still having trouble after following these steps, please let us know what is happening in your return and someone will try to help.

How do I enter a backdoor Roth IRA conversion?

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brentMDAuthor

This still did not work. I've been working on it for hours, read this article, others articles. The info in that article doesn't correct the entry problem. As soon as I enter my 1099-R my deduction drops massively and never recovers even though it was a post tax non-deductible contirbution.