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Covered by a retirement plan at work is usually indicated by box 13 on your W-2.
Make sure the W-2 (s) were entered for the correct spouse.
Make sure that the IRA contribution is for the correct spouse.
Check your W-2 box 12 also.
TurboTax makes that determination if any of the following are true:
1) Box 13 (retirement plan) on your (or spouses) W-2 is checked,
2) Box 12 on your (or spouses) W-2 contains codes D, E, F, S,or AA.
3) You answered “yes” to the “Are you covered by a Retirement Plan at work” in the interview.
4) You have a self-employed retirement plan.
Covered by a retirement plan at work is usually indicated by box 13 on your W-2.
Make sure the W-2 (s) were entered for the correct spouse.
Make sure that the IRA contribution is for the correct spouse.
Check your W-2 box 12 also.
TurboTax makes that determination if any of the following are true:
1) Box 13 (retirement plan) on your (or spouses) W-2 is checked,
2) Box 12 on your (or spouses) W-2 contains codes D, E, F, S,or AA.
3) You answered “yes” to the “Are you covered by a Retirement Plan at work” in the interview.
4) You have a self-employed retirement plan.
I am running into a similar issue with TurboTax 2020. One of my W-2's does have the box13 checked, but I no longer work for the company. My other W-2 does not have the box 13 checked, and I don't have a retirement plan. How do I inform TurboTax of this?
Sorry if box 13 is checked even if you worked there 1 Day it counts as having a retirement plan.
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