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- How do you enter a backdoor Roth
How do you enter a backdoor Roth
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MICHAELMARS
Level 7
03-24-2026
04:23 PM
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Client made contribution to an IRA and converted it to a Roth. He received a 1099R for the distribution code 2.
I don't know how to get it to flow properly in the return.
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MICHAELMARS
Level 7
03-24-2026
04:24 PM
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LOL, just saw that someone else posted the same issue a few minutes before me.
qbteachmt
Level 15
03-29-2026
12:03 PM
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You enter the 1099-R, show it was completely rolled over, and you need to enter Basis, so that it is computed as taxable or not. The conversion is entered for the calendar year of the conversion, not the contribution tax year.
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