TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Question

What are the correct steps to amend my return to properly account for backdooring a traditional to roth IRA? Box 4(b) is still showing the full amount after revisiting.

Forum|Forum|10 months ago
May 8, 2025
1 reply
0 views

As the questions says we made a mistake on our 2023 returns regarding our Traditional to Roth IRA backdoor, so I went to file an amended return and revisited the 1099-R steps - I completed them the same as our 2024 1099-R section, but the Amended Return for 2023 is still showing the full IRA distribution amount from 4a in 4b, which to my understanding is supposed to be blank unless there were earnings before backdooring? So I'm not sure what steps I'm missing to actually correct this on the 2023 amended return? Thanks in advance for any assistance.

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.

matt_terryAuthor

Ok thank you for the reply. I don’t believe we took a deduction from the traditional contribution - how can I confirm that is the case?

Employee

Your deduction is on Schedule 1 Line 20.

Amend with a properly filled out Form 8606 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 tax-free.