JulieS
Expert Alumni

Retirement tax questions

If you are using TurboTax desktop (from a disc or download), you need to click on the white Forms icon in the upper right corner. 

 

Find the Keogh, SEP, and SIMPLE Contributions Worksheet in the list on the left and highlight it. The worksheet will show in the reading pane and you can scroll down to Part III. 

 

You can return to the interview by clicking on Step-by-Step in the upper right corner. 

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