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New Member
posted Mar 17, 2025 9:14:05 AM

How do I change my return so I don’t claim retirement savings credit?

How can I change my return so I don’t claim retirement savings credit?

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2 Replies
Expert Alumni
Mar 17, 2025 9:15:52 AM

The Retirement Savings Contributions Credit, also known as the Saver's Credit, helps offset part of the first $2,000 workers voluntarily contribute to Individual Retirement Arrangements (IRAs), 401(k) plans and similar workplace retirement programs.

It is a 'non-refundable' credit. That means this credit can reduce the tax you owe to zero, but it can't provide you with a tax refund. 

To remove the credit :

  • Login to your account.
  • Select Federal from the left menu.
  • Go to Deductions and Credits 
  • Scroll down to Retirement savings contribution credit in the Retirement and Investments section
  • Continue to the screen Retirement savings contribution credit and answer Yes to the question "Were you a full time student during any five month in 2024?"

You won't qualify for the credit if you check that you were a full time student.

Level 15
Mar 17, 2025 9:16:03 AM

You can tell the software you were a student so it will disqualify you for the saver credit and stop it from upgrading to Deluxe.