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Retirement tax questions
First double check your W-2 entry if the box 13 retirement is checked:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “W-2”
- Click on “Jump to W-2”
If the box isn't checked then go back to the IRA contribution interview:
- Login to your TurboTax Account
- Click on "Search" on the top right and type “IRA contributions”
- Click on “Jump to IRA contributions"
- Select “traditional IRA”
- Answer “No” to “Is This a Repayment of a Retirement Distribution?”
- Enter the amount you contributed
- Answer “No” to the recharacterized question on the “Did You Change Your Mind?” screen
- On the "Retirement Plan Coverage?" screen and answer "No"
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March 1, 2024
3:55 AM