ThomasM125
Expert Alumni

Retirement tax questions

Usually a check mark in the box 13 entry on your W-2 form that says "Retirement plan" would tell TurboTax that you had a retirement plan at work. If you entered W-2 income, you need to review that entry and make sure box 13 is not checked. Also, you may have a blank W-2 carried over from a previous year that had box 13 checked and that may make TurboTax think you have a retirement plan. You can delete the errant W-2 as follows:

 

  1. Click on Tax Tools in the left menu bar
  2. Click on Tools
  3. Look under Other Helpful Links and choose Delete a form

 

Find the form or schedule you want to remove in the list and click on the delete icon to remove it.

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