AmyC
Expert Alumni

Retirement tax questions

1. Yes, since 2018, the amount must be over $3k. In 2026, this changes again.

2. The credit is usually the best solution.

3. The desktop version is the only one to handle the credit.

4. The program is very big and cumbersome and we do make suggestions. Many suggestions are turned into help articles as there is just so much to understand around a situation.

 

See also: 

How to download TurboTax Desktop software from TurboTax.com

My deduction answer with pictures and guide.

My instructions for how to determine the credit.

 

@kramerica814

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