3610567
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

do taxes online and it said i qualify for the retirement credit so I had to switch to the desktop version it say I don't qualify and the refund amounts are WAY DIFFERENT

All the information is entered the same How can this be
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
LindaS5247
Expert Alumni

do taxes online and it said i qualify for the retirement credit so I had to switch to the desktop version it say I don't qualify and the refund amounts are WAY DIFFERENT

You should compare your tax returns that were generated by each TurboTax version, if you have copies of both of them to help determine what the difference is. 

 

You could have made an entry error. The results should be the same if everything was entered the same.

 

To qualify for the retirement credit:

  1. You must be age 18 or older
  2. You must not be a full-time student during five months of 2024
  3. You must not be claimed as a dependent on someone else's tax return
  4. You must have made your retirement contribution during the tax year for which you are filing your return

 

You can get back to your TurboTax entry screens for this credit by doing the following:

  1. Click on the search icon in the upper right of your TurboTax screen
  2. Type "retirement credit" in the search box
  3. Click on the link "Jump to "retirement credit"
  4. This will take you to your TurboTax screens that determine your qualification for the "Savers Credit"
  5. Select "Continue"

If you can not resolve this, you can try contacting TurboTax Customer Service using this link: Turbo Tax Customer Service

 

Your TurboTax screens will look something like this:


 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question