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LJ90_2
Level 2
May 26, 2022
Question

How do I do a back door roth

  • May 26, 2022
  • 2 replies
  • 7 views

I have a client who put 6,000 in a traditional IRA income too high to deduct - he then put in a back door

roth which has no income limits.  Cant  find the right spot to enter the back door roth

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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
May 26, 2022
You enter the non deductible IRA contribution. It lands on the 8606.

You enter the 1099R for the IRA distribution and scroll down the 1099R worksheet to the ROTH Conversion section.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    May 26, 2022

    Don't forget the pro-rata rule for back door Roth

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