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M
MICHAELMARS
Level 6
March 24, 2026
Question

How do you enter a backdoor Roth

  • March 24, 2026
  • 2 replies
  • 7 views

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.

2 replies

M
MICHAELMARSAuthor
Level 6
March 24, 2026

LOL, just saw that someone else posted the same issue a few minutes before me.

qbteachmt
qbteachmt
Level 15
March 29, 2026

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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