rnagardner3265
Returning Member

Deductions & credits

Actually I have used Turbo Tax every year (including and after my husband retired (2015-present) all with the same situation:  Deferred compensation.  Turbo never warned that this was disallowed.  And I don't believe I could have made an error entering w-2's since I always import them.

 

The odd thing is thad I am in a discussion with the IRS re a CP 2000 for year 2018 over disallowed IRA deductions.  My husband's former employer checked box 13 (covered by retirement plan) erroneously.  The IRS asked for corrected w-2's or a letter of explanation from his employer explaining that he actually was not covered (which we have provided.)  However there was no mention of excess or non deductible IRA's, even though every year Box 1 and box 11 have matched.   

 

I guess I'm surprised (and perturbed) that Turbo didn't advise me, correct this.  Unless there is some other box (other than W-2 import) that I'm not checking.