How to Enter Backdoor Roth in TurboTax

Quick summary

This interactive demo shows how to enter a Backdoor Roth IRA conversion in TurboTax step by step, guiding you through the Federal section to correctly report your Traditional IRA contribution and conversion. Follow along to ensure your backdoor Roth is filed accurately and without triggering unnecessary taxes.

Steps

1. Open your TurboTax account and navigate to the Federal section.
2. Go to Deductions & Credits.
3. Scroll down and select Retirement and Investments.
4. Choose Traditional and Roth IRA Contributions and click Revisit.
5. Mark the Traditional IRA checkbox and click Continue.
6. On the Is This a Repayment of a Retirement Distribution? screen, select No.
7. Enter your contribution amount in the text field provided.
8. When asked about nondeductible IRA contributions, check No.
9. Enter your backdoor value and click Continue to move forward.