How To Report Backdoor Roth In TurboTax

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Turbo Tax Backdoor Roth

For clients who are over the Roth contribution limits and have already converted their traditional IRAs to Roth IRAs, we highly recommend continuing to fund their Roth IRAs using a backdoor Roth strategy.

For clients who do their own taxes using Turbo Tax Online, there is a wonderful article by Harry Sit of the Finance Buff entitled, “How To Report Backdoor Roth In TurboTax .” Sit’s articles goes step by step and includes screen shots at every step of the way.

Related Articles

  1. How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return
  2. The Biggest Mistake You Can Make With Your Backdoor Roth
  3. You Can Still Do A Backdoor Roth After the Tax Cuts and Jobs Act
  4. What is a Backdoor Roth?
  5. Q&A: Can I Do Backdoor Roth and an IRA Rollover In the Same Year?

We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.