How To report Backdoor Roth IRA Contribution in Turbotax

Jeanne Sullivan |

We often recommend and have clients doing a Backdoor Roth IRA contribution as part of their retirement planning. While our clients usually engage a CPA to prepare their taxes some prepare their own. If you are a turbo tax user this link may be helpful on how to handle the conversion for the federal return. Please note this does not constitute tax advice.