Self-employed retirement contributions

[mikeflorio]

I am working on my 2024 return and am self-employed.   I originally entered a contribution to a Traditional SEP, but then I learned that my investment account is actually an Individual 401k.  When I tried to change the entries in Turbo Tax it won't allow me to eliminate the SEP contribution and if I add the 401k it show double the amount that I intend to contribute.   How can I remove the SEP contribution and only claim the 401k?

[dmertz]

To eliminate the SEP-contribution entry you must either tell TurboTax that you made a SEP contribution and explicitly delete the amount entered or unmark the Maximize box, or you must delete the Keogh, SEP and SIMPLE Contribution Worksheet and begin the self-employed retirement section again.

[mikeflorio]

The first step that you suggested simply does not work!  How do I access the Worksheet in order to delete it?

[RobertB4444]

Here's how to view and delete forms in TurboTax online.

If you're using the desktop program just switch to forms view.

@mikeflorio 

[mikeflorio]

That solved my problem -- thank you very much!    Mike Florio