retirement plan startup tax credits

Forum|Forum|2 years ago
October 25, 2023
1 reply
12 views

is your software program updated to include 100% of retirement plan startup credits and can you please share a link to that section of the form? how to complete it would be helpful (perhaps that's something we can do offline at your convenience). thank you - michael

Ask the Experts - Extension - Sept 2023

VincentL12345

Level 5

The input for the credit is Under Less Common Business Situations>Business credits>Pension Plan start up costs. You will need version TurboTax Premium.

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Stuartil5Author

Level 2

Can someone please walk me through how to add or change to this version from my current?

I can be reached at [phone number removed]

Thank you,

Michael

Cindy4 12

Employee Tax Expert

Hi @Stuartil5 !

To upgrade to TurboTax Premium from within TurboTax online will be triggered automatically when you enter the information. If you are using TurboTax Desktop you will have to purchase the Premium version following these steps:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/upgrade-products/upgrade-turbotax-windows-software/L6ZAMX1dn_US_en_US

Hope this helps!

Cindy

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