Retirement tax questions
The question "Retirement Plan Coverage?" will appear right after the "Did You Change Your Mind?" screen (see screenshot below).
If the question doesn't come up then please double-check that TurboTax didn't read the upload wrong and put a checkmark in box 13 for retirement:
- Click on "Search" on the top right and type “W-2”
- Click on “Jump to W-2” and you should see the “Here's your W-2 info” screen
- Review your entry that box 13 retirement isn't checked
Does your wife's W-2 have any code in box 12? If the code in box 12 shows a retirement plan then the question won't come up either.
