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Get your taxes done using TurboTax
@dmertz I just got off the phone with turbo tax support and he said that I won't get the credit because I am getting a refund. He confirmed that making the excess estimated pre-payments cheated me out of the savers credit.
So before I believe you had done a fake tax form entry as a test proving that the tax credit worked as expected for a roth conversion. Could you enhance this test to make some estimated tax payments that signficantly exceed the tax liability to see if the saver's credit is denied?
‎February 22, 2023
6:39 PM