bhb59
New Member

Retirement tax questions

Hi dmertz,

Thank you very much for your reply.  You are exactly right and you solved my problem.  I maximized my contribution to a Solo 401k and thus could not also make Roth contributions. It's worth noting that the problem was further confounded by the fact that even when I unchecked the "maximize contribution" box for the Solo 401k, the software was still trying to contribute the maximum amount.  The only way to resolve it was to go back to the worksheet in "Forms" and uncheck the box there.  Again, many thanks for your help!