Retirement tax questions

As I noted above, I had not tried the TurboTax Online product yet...I assume that Credit Karma gives you access to the Online product (this is what most TurboTax users use).

Just now, I went through the Online product. I see that the input screens are somewhat different, but I think you could make it out.

Testing the result by looking at the refund may or may not be conclusive. However, when I ran my test and looked at the 1040, this is what I got:

Look at lines 5a - there's the "PSO" and the $3,000 deduction (well, 5b is $3,000 less than 5a - note that this Online test is NOT the same test as the desktop test whose screens were posted above).

Is it possible that you didn't see the 1040? To see the 1040 in the Online product, please do the following:

1. Get into your Online tax return.

2. Click (on the far left) on Tax Tools (you may have to do some scrolling to see it).

3. Then click on Tools underneath it.

4. In the center, click on View Tax Summary.

5. Back to the left, click on Preview my 1040.

6. Now you will see page 1 of the 1040 followed by Schedules 1,2, and 3 (if the are present). Scroll down to line 5a (remember that the 1040 is first), to see what I am talking about.

I hope this works for you, otherwise come back and let us know.