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Retirement tax questions
See if there is a Form 8606 listed in your tax return, if so delete the form
Click on Tax Tools on the left side of the online program screen
Click on Tools
Click on Delete a form
If there is no form then it would be best to clear the return and start over. Then make sure you do Not indicate you have any type of retirement account. The 401(k) contributions are only reported on your W-2 in box 12 with a code of D, nowhere else on the return.
If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Tax Tools on the left side of the program screen while working on the 2023 online tax return. Click on Clear & Start Over.
‎February 24, 2024
8:32 AM