DanaB27
Employee Tax Expert

Retirement tax questions

First double check your W-2 entry if the box 13 retirement is checked:

 

  1. Login to your TurboTax Account
  2. Click on "Search" on the top right and type “W-2” 
  3. Click on “Jump to W-2”

 

If the box isn't checked then go back to the IRA contribution interview:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “IRA contributions” 
  3. Click on “Jump to IRA contributions"
  4. Select “traditional IRA
  5. Answer “No” to “Is This a Repayment of a Retirement Distribution?
  6. Enter the amount you contributed
  7. Answer “No” to the recharacterized question on the “Did You Change Your Mind?” screen
  8. On the "Retirement Plan Coverage?" screen and answer "No"

 

 

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