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Level 1
June 1, 2019
Solved

Credit for Retirement Savings Contributions question

  • June 1, 2019
  • 2 replies
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Can I add my Fidelity Investments that I received from my previous job
Best answer by

If you had money withheld from your paycheck last year to go into a qualified retirement plan, you may qualify for that credit.  If that's your situation, please go through the interview.

2 replies

Answer
June 1, 2019

If you had money withheld from your paycheck last year to go into a qualified retirement plan, you may qualify for that credit.  If that's your situation, please go through the interview.

Level 2
March 12, 2020

Confused!Credit for Retirement Savings Contributions.... But, then it asks for distributions received. I didn't receive anything but did put money in (Contributions). So, do I put anything in or not? 

Alumni - Intuit
March 12, 2020

On the screen Credit for Retirement Saving Contribution don't enter the contribution that's was already reported on your W-2. Enter only the additional contribution or any contribution to ABLE account, which are tax-advantaged savings accounts for individuals with disabilities and their families,

If none, leave it blank and leave the distribution blank if you didn't receive any distribution.

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