dmertz
Level 15

Deductions & credits


Turbo Tax has pulled this information from my 2019 return and does not calculate 2020 credit for retirement saving contribution.

No it didn't.  None of the information that 2020 TurboTax uses to calculate this credit is automatically pulled from your 2019 tax return.  All of the information in Retirement Savings Contributions Section of 2020 TurboTax comes from information the user has explicitly entered into 2020 TurboTax.

 

When TurboTax asks if you made any distributions during the period beginning in 2018 through the due date of your 2020 tax return, you are not to include any amounts that were rolled over.  Correct that entry.