Follow these easy step-by-step explanation with screenshots when you enter the 1099-R form for your mega backdoor Roth into TurboTax.
Backdoor Roth in TurboTax: Recharacterize & Convert, Same Year
Follow this detailed walkthrough of how to report a Roth conversion in TurboTax after recharacterizing a Roth IRA contribution in the same year.
Split-Year Backdoor Roth IRA in TurboTax, Year 2
Follow this detailed walkthrough of how to report a Roth conversion in TurboTax after recharacterizing a Roth IRA contribution for the previous year.
Split-Year Backdoor Roth IRA in TurboTax, Year 1
Follow this detailed walkthrough of how to report in TurboTax recharacterizing a Roth IRA contribution before converting it again as a backdoor Roth.
How To Report 2025 Backdoor Roth In TurboTax (Updated)
Follow these detailed step-by-step instructions with clear explanation and many screenshots when you report your Backdoor Roth in TurboTax.
Taxes on Box Spread Trades in TurboTax, H&R Block, FreeTaxUSA
Follow this detailed walkthrough to report gains or losses in long or short box spread trades in tax software TurboTax, H&R Block, and FreeTaxUSA.
State Tax-Free Muni Income in TurboTax, H&R Block, FreeTaxUSA
A portion of the dividends from muni bond funds and ETFs is also exempt from state income tax. Find the percentage and calculate it for your tax software.
I Bonds Interest in TurboTax, H&R Block, FreeTaxUSA
Follow this walkthrough to get the 1099 form for cashing out I Bonds and report the interest income in tax software TurboTax, H&R Block, and FreeTaxUSA.
Free E-File State Tax Return Directly on the State’s Website
TurboTax and H&R Block charge $25 to e-file a state tax return. Follow these links to e-file for free directly on your state revenue agency’s website.
Claim State Tax Exemption From Treasuries in Funds and ETFs
Calculate how much of the fund and ETF dividends are from Treasuries and exempt from state taxes. Enter the amount into TurboTax, H&R Block, or FreeTaxUSA.
Mortgage Interest Limit in TurboTax, H&R Block, FreeTaxUSA
Here’s how to handle mortgage interest deduction in tax software TurboTax, H&R Block, and FreeTaxUSA when your mortgage is above the $750,000 limit.
2023 Self-Employed ACA Health Insurance Subsidy In TurboTax
If you’re self-employed and you buy health insurance from the ACA exchange, here’s how to use TurboTax to calculate the subsidy and tax deduction.