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Retirement tax questions
If you need to remove a IRA contribution then please follow these steps:
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Deselect the IRA and click "continue"
- Confirm the deletion of the contribution.
Or use these steps to delete the IRA contribution worksheet:
- In the left menu, select "Tax Tools" and then "Tools".
- In the pop-up window Tool Center, select "Delete a form".
- Select "Delete" next to the IRA contribution worksheet in the list and follow the instructions.
Please be aware, if you have a work retirement contribution listed in box 12 of your W-2, you should not delete that information.
If you do not wish take the Retirement Savers Credit then select that you were a full-time student during interview (this disqualifies you receiving the credit) or follow the steps above to delete Form 8880.
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March 5, 2022
11:53 AM