Retirement tax questions

Traditional and Roth IRAs are entered in a separate area from where you enter SEP IRAs, in TurboTax. You can follow the instructions below to help you get to where you can enter your SEP contributions

  • Log into your account and click the orange Take me to my return button
  • Once inside of your return, type SEP accounts in the Search box in the top right 
  • Choose jump to SEP accounts and that should take you right to the section to input that information. 

Or you can get to that section this way:

  • Log into your account and click the orange Take me to my return button
  • Click on My Account, Tools and Topic Search
  • Type sep accounts into the box and click Go
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