How to Claim Small Employer Auto-Enrollment Credit (Form 8881, Part II) for solo 401k

[T2019T]

I have a solo 401k and am trying to claim the $500 auto-enrollment credit in Part II (NOT the startup costs credit in Part I). Where do you claim this in Turbotax Home & Business? The only option I see is to claim the credit for startup costs (Part I).

[CatinaT1]

I would go into Forms Mode and pull the form up from there.

[calbear]

On a related note/error: 

On Home & Business MacOS: On form 8881, entry of $500 entered (not by me) on Part I line 4 that I cannot remove. I am trying to claim for my solo 401k under Part II which I checked.

I can't seem to figure out how to remove the entry on Part I line 4 which appears to be the issue on why my Federal and State returns keep getting rejected. It needs to be 0. I've tried manually going into forms- won't allow. I've tried Easy Steps and trying to go under Self-retirement tab, but it will not allow any changes when clicking update.

Please help Turbo Tax. It's after 3/6/24 when it was purported to be ready. (it's not)

[calbear]

Click Forms: 8881: scroll down to Part II, Click Auto-Enroll for the $500 tax credit.

[PatriciaV]

The default amount on Form 8881 Part I Line 4 is $500. If the amount on Line 3 is greater, then the amount on Line 4 will be increased. If the rest of Part I is left blank, the default number on Line 4 should not affect the e-filing of your return.

If this issue remains, please provide the exact text of the error/reject message you are receiving.

[calbear]

@PatriciaV F8881-002-01 - Form 8881, 'PensionPlanStartupCostsCrAmt' must have a non-zero value if an amount is entered.

[PatriciaV]

Please clarify the following:

1. You have checked the YES box on Form 8881 Part II "Was an auto-enrollment option provided for employees?"

2. A credit was reported on Schedule K-1 either from Form 1120S Box 13 Code F, G or P or Form 1065 box 15 Code F, G or P.

If the box is checked, you must have a credit from a K-1 in order to resolve the form error. Uncheck the box if a credit doesn't exist.

[calbear]

@PatriciaV 

1. Yes, part II box checked on 8881. (Claiming $500 tax credit for auto enrollment for setting up my solo 401k). No employees which is why Part I is not applicable. 

2. No schedule K. Only schedule C. Solo Proprietorship. 

Returns still getting rejected efile. Already paid $25 to Turbo Tax for CA efile so sending by snail mail isn’t really any option-unless TT will provide refund but would really prefer efile. 

Mahalo.