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Retirement tax questions
Thank you, dmertz. I can confirm. I initially went into Forms view and overrode the values for line 9 and 17 in the Keogh/SEP Wks (Keogh, SEP and SIMPLE Contribution Worksheet), putting in the correct contribution and catch-up limits for 2020, and indeed in the Step-by-Step mode then told me the correct maximum... just repeating back to me what I told the program in effect! It is annoying that Turbotax doesn't simply update the worksheet. Not leaving old values from 2019 is pretty basic!
‎February 10, 2021
6:15 PM