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Backdoor Roth IRA Conversion Steps for ETrade

Prerequisite: 

Transfer 6000 (or whatever the max for the year) to your Traditional IRA. Usually take 3 days.

Then, go to ETrade Roth IRA conversion url:

https://us.etrade.com/e/t/iradist/rothiraconvselector


Step 1:

Choose Full conversion.

 

 Step 2: 

Make sure leave account open, so you can do this again next year!

 


Confirm:

Go to 'complete view', then enter your roth IRA account, then go to 'Transactions'. Make sure there is a line like this:

01/22/22
TRANSFER FROM XXXXXXXXX REFID:XXXXX; RETIREMNT DIST  
 Unassigned 6,000.

 

Step 3: Invest

 Go to 'Trading', Choose some ETF, e.g. VTI, VOO, IVV, and buy from there.


 That's it.

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