@ramen dog, @lac528 I'm also in the same boat and only want to fill out Part II of Form 8881. I'm also using the latest version of 2024 Home & Business Mac Edition.
I'm no tax expert and looking to get confirmation on this possible workaround. I have not submitted my return yet.
First off, to answer one concern that @ramen dog had regarding $500 appearing in Schedule 3 Part I 6a vs 6z, according to this video (https://streamyard.com/watch/S49rY8byCKVF, starts at 11:38), it seems like if you fill out Form 3800, it'll appear in 6a, and if not filled out, 6z. One of the guys in the video is from MySolo401k, so it seems credible.
I somewhat followed this person's workaround here: https://www.bogleheads.org/forum/viewtopic.php?p=8268623&sid=76582627bb045caa580c95c487a1a74c#p82686.... But in the Mac Edition, I did the following:
1. Updated the General Business Information and answered Yes to the question "Has Employees" (note: I switch this back to No later)
2. Under Business Expenses > Other Common Business Expenses, "Employee Expenses" now appears and I added an amount (ex: $1) to the Pension Startup Plan field (note: I zero this out later)
3. Under Less Common Business Situations > Business Credits > Pension plans - Startup Costs..., it now says I'm entitled to a tentative credit. At this point, Forms 8881 and 3000 appear in the Forms list.
4. For Form 8881, I filled in Part I, 7 to be 0.
5. Then I proceeded to undo the actions in steps 2 and 1 (in that order).
6. When I go back to Less Common Business Situations > Business Credits > Pension plans - Startup Costs..., it still says I have tentative credit.
7. Turbotax did not find any errors upon Review.
My Federal Tax Due is now -$500 less than what it was reporting before.
Is there anything in Schedule 3, Form 8881, 3800 that I should verify?
For Form 8881, "Enter the number of qualifying employees" is set to 0, 3 and 7 are set to 0. 1 and 2 are blank and I'm a bit concerned about those.
Let me know your thoughts.
