dmertz
Level 15

Retirement tax questions

Clearly erroneous.  Although the calculations on the Keogh, SEP and SIMPLE Contribution Worksheet are correct (they simply mirror the worksheet from IRS Pub 560), everything in step-by-step mode of TurboTax regarding individual 401(k)s is poorly done and has been that way for many years, despite numerous user requests for improvement that have been largely ignored.