ThomasM125
Expert Alumni

Retirement tax questions

When you look on the screen that says [Taxpayer Name] Contributions, where you see the Maximize box, you are to enter what you contributed or will contribute to your retirement plan. A couple of screens later, it will show what your Maximum Allowed to Qualified Plans contribution is, which will show if you can make more or less contribution than what you said you were going to or had done. Your maximum contribution shows on this screen, not the screen where you see the maximize box. 

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