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New Member
posted Jun 3, 2019 4:41:35 PM

How do I remove a retirement saving contribution credit?

0 31 35902
24 Replies
New Member
Jun 3, 2019 4:41:36 PM

I had to go back and put in that I was a full time student to delete the saver's credit.  It didn't make sense because I was not a full time student, but that's the only way I could file my return through the free turbo tax.  I was getting a fake number saying "Congratulations you received a saver's credit of $125 for contributing to a retirement fund which I did not contribute to and I said "No" when asked if I contributed.  Then the you must pay for deluxe or I could not put my return through.  I kept deleting my return and starting over again 3 times before I figured out how to get around this glitch!!

Level 15
Jun 3, 2019 4:41:38 PM

If TurboTax was giving you a $125 Saver's Credit, you either entered an IRA contribution (including possibly applying a prior-year excess contribution as a current-year contribution), a self-employed retirement contribution, your W-2 entry showed code D, E, F, G, H, S, AA, BB or EE in box 12 for a retirement contribution or you indicated that you made after-tax contributions to an employer plan.  Without one of these, TurboTax would not be giving you this credit.  So if you truly made no retirement contributions, one of the aforementioned entries is erroneous and needs correcting.

Intuit Alumni
Jun 3, 2019 4:41:39 PM

Yes, you can delete the Form 8880 for the Saver's Credit to remove it from your return.

Select Tax Tools, then Tools from the navigation panel on the left.

  • Select Delete a Form
  • Scroll list for the form you need to delete (Form 8880)
  • Select Delete

Caution: Once a form is deleted, its gone for good.

New Member
Jun 3, 2019 4:41:41 PM

I followed these steps and deleted the file, it said it was deleted, but did not actually delete it or remove the applied credit. I am unable to file without upgrading.

New Member
Jun 3, 2019 4:41:42 PM

I had the same issue. I cleared the forms and started over, entered the same information, and was able to complete and file without being forced to upgrade. I don't know what the issue was.

New Member
Jun 3, 2019 4:41:44 PM

Same issue happened. TurboTax devs, you need to fix it

New Member
Jun 3, 2019 4:41:46 PM

Same here. This is an issue that TT needs to fix asap.

New Member
Jun 3, 2019 4:41:48 PM

Pretty sure it is by design

Level 15
Jun 3, 2019 4:41:50 PM

Form 8880 is auto-generated.  It cannot simply be deleted.  To cause TurboTax to remove Form 8880 from your tax return, indicate in the Retirement savings contributions credit section that you were a full-time student.  This will have no effect on any other part of your tax return.

New Member
Jun 3, 2019 4:41:51 PM

You cannot delete it...you have to go to tax homes then click tools the you have to click clear tax forms and restart the whole process all over

New Member
Jun 3, 2019 4:41:53 PM

That is not true, one more step is needed, what is it? 

I keep deleting form 8880 and it keeps appearing with "retirement savings contribution credit" staying on. 

New Member
Jun 21, 2020 6:28:00 PM

Won't allow you to delete the form anymore, it automatically repopulates after it says it has been deleted successfully. Maddening.

Level 15
Jun 21, 2020 6:53:19 PM

The suggestions to simply delete the Form 8880 were invalid; it has never been possible to simply delete the auto-generated Form 8880.  To cause the form to be removed, you must indicate to TurboTax that you do not qualify for the credit by indicating in the Retirement Savings Contributions section that you were a full time student.

New Member
Mar 21, 2021 3:13:51 PM

I did not enter anything about an IRA. In fact, I cleared my form three times to make sure but at the end it wants to give me a $64 credit and says I must upgrade to file. After four times of making sure I didn't enter anything for a credit, I'm about to give up on Turbo Tax. Does anyone know how to get this off. I wasn't a full time student so I don't want to lie on the return.

New Member
Mar 21, 2021 3:17:21 PM

Cleared it three times and it comes back every time. Is this a ploy to get us to pay more? What happens if we get in trouble?

Level 15
Mar 21, 2021 3:22:02 PM

You could also be eligible for the credit for an amount shown with code D, E, F, G, H, S, AA, BB or EE in box 12 of a W-2.

 

The $64 credit is more than the cost to upgrade, so there is no real reason not to if you've actually made a qualifying contribution (assuming that you can pay the upgrade cost without paying it out of your refund which should incur a service charge).  If you really want to avoid the tax credit, in the Retirement Savings Contributions Credit section simply tell TurboTax that you were a full-time student.

New Member
Apr 8, 2021 4:07:04 PM

so my credit equals $2 which I thought was a lot low. This $2 will cost me $98 to file my federal and state return. I was not a full time student and don't want to get in trouble for lying on my tax return. Any suggestions?

Level 15
Apr 8, 2021 6:13:00 PM

Telling TurboTax that you were a full-time student does not create a false indication on your tax return, it only serves to prevent TurboTax from allowing the credit.  You are fibbing to TurboTax, not to the IRS.

New Member
Apr 15, 2021 9:29:57 PM

I tried changing return to reflect student status to remove the $59 credit for retirement contribution. It removed it and lowered the return amt by $59 but when I tried to file the new excuse that required me to upgrade was that I paid excessive social security tax.  So I changed it back and it only showed the retirement contribution reason again. But it wants $150 for a $59 credit. I am switching to HR Block and see what that program does.

Expert Alumni
Apr 16, 2021 2:00:51 PM

@Dawn 2 See if you qualify for the Free File Program

New Member
May 13, 2021 4:39:42 PM

I have the same problem and so does H&R Block, I came here hoping to get around this issue. Neither company tells you about the issue until you finish the return. If its such a common thing to have an IRA it should be added to the EZ form. Its a way for the online tax companies to make money off of your credit. H&R allowed me to enter the item but I would have to print the return and NOT be able to file online...unless I paid the $49.99. What happened to just paying the online filing fee?

Expert Alumni
May 16, 2021 7:28:52 PM

There is no more 1040EZ forms. It is all one standard form.  Turbo Tax requires a Tax Payer to upgrade to Turbo Tax Deluxe to claim the Saver's credit.

New Member
Feb 5, 2022 1:34:46 PM

Having the same problem. There is no "tools" option on my end either though the app or the website on my computer

Expert Alumni
Feb 5, 2022 1:58:33 PM

Clarify: what is the particular reason for removing the saver's credit? 

A taxpayer qualifies for the credit if he has contributed to a 401(k) on the job or make contributions to a Traditional IRA or Roth IRA.

 

 

@DuBurke