JulieS
Expert Alumni

Retirement tax questions

To enter your repayment information in TurboTax Desktop:

 

  1. Click the Federal tab toward the upper left. 
  2. Select Deductions & Credits just below that.
  3. Click Continue.
  4. Select "I'll choose what I work on" on the right.
  5. Scroll down to Other Deductions and Credits near the bottom.
  6. Click Start to the right of Other Deductible Expenses.
  7. Proceed through the screens until you get to Did you have any of these less common expenses? If your repayment amount was $3,000 or less, answer Yes. Otherwise, answer No.
  8. On the next screen, Did you have any of these other expenses?, answer Yes if your repayment amount was over $3,000.
  9. Report your repayment amount in the Claim of right repayment over $3,000 box, then select Continue at the bottom of the screen.
     
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