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thuypham333
Level 2
February 16, 2026
Question

Back door Roth IRA how to enter in lacerte software

  • February 16, 2026
  • 1 reply
  • 9 views
  • How to enter back door Roth in lacerte software 

    1 reply

    K
    KarlIntuit Community Champion
    Intuit Community Champion
    February 19, 2026

    It's a combo of Screens 13.1 and 24.

    For Screen 24, that's where you enter the nondeductible tIRA contributions (and duplicate-enter in the override "nondeductible contributions").

    For Screen 13.1, that where you enter the 1099-R and scroll down to input that it was a conversion.

    It takes a LOT of inputs (compared to other tax items). Pay attention to the detail review of form 8606 and your statements/worksheets.

    *If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
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