dmertz
Level 15

Get your taxes done using TurboTax

@Fantaki1  , that's correct.  Intuit has apparently made a business decision to limit the implementation of the Maximize function to doing just the calculation provided by the IRS on the Deduction Worksheet for Self-Employed from IRS Pub 560.  The instructions for this worksheet in Pub 560 indicate that it cannot be used by an individual who also makes employee elective deferrals or Roth contributions to another qualified retirement plan.  Unfortunately, even TurboTax's On Demand Tax Guidance displayed when you click the Learn More link fails to tell you that you cannot use the Maximize function if you make employee contributions to another plan.