KeshaH
Expert Alumni

Retirement tax questions

As @dmertz mentioned, step 9 is correct as it's reporting the allowable deferrals.

 

When TurboTax asks for your contributions to your 401k plans, you'll need to include the amounts added to your 401k through your employer. This will ensure TurboTax is properly calculating your maximum additional contributions.

 

 

@djnicolson