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.

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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.