![]() (2) Then enter the 1099-R that shows the distribution. (DO NOT say that you moved (recharacterized) the money to a Roth) – this is a conversion, not a recharacterization. I’ll choose what I work on (if that screen comes up),īe SURE to answer the follow up that the are choosing to make this contribution NON-DEDUCTIBLE - if that screen comes up. (1)First you must enter your Traditional IRA contributions. ![]() which means you have to enter the contribution first and then go back and enter the conversion. ![]() A backdoor roth contribution needs to be entered in the program as the situation unfolded. ![]()
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