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Retirement tax questions
had the same frustrating issue and after some digging, i found the issue [ atleast for my case ]. if you go to;
>> forms
>> open forms
>> search 'IRA'
>> open the IRA contribution wks
>> up top there's a 'QuickZoom' button for the Keogh, SEP and SIMPLE contributions section, click on that
>> now under this section, there's checkboxes for BOTH you and spouse, uncheck the box you do not want
this should get the checkbox under covered by a workplace retirement plan unchecked.
hope this helps.
thanks
‎April 12, 2025
11:27 AM