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68Driver
March 21, 2025
Question

Backdoor Roth - 4b not showing zero

  • March 21, 2025
  • 1 reply
  • 0 views

I've completed the two-step backdoor Roth conversion process, but line 4b on my 1040 form is not showing zero.  How do I fix this??

 

    1 reply

    D
    DanaB27
    March 21, 2025

    Did you have earnings before you converted the funds? These will be taxable on line 4b.

     

    Or did you have pre-tax funds in your traditional/SEP/SIMPLE? if yes, then the pro-rata rule applies. This means that with each distribution/ conversion you will have a taxable and nontaxable part. 

     

    You might want to look at Form 8606 to see how the taxable part was calculated.

     

     

    Please see How do I enter a backdoor Roth IRA conversion? for additional information.

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