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Level 2
June 3, 2019
Question

Trouble finding the SEP / Keogh section (self employed retirement contribution maximizer tool) this year?

  • June 3, 2019
  • 1 reply
  • 0 views

Just in case anyone else is having issues locating the self-employed retirement contribution calculator this year, I thought I'd share the new location. The TurboTax Self-employed edition has a new layout this year, and it might be hard to find! There is no longer a separate "Business" tab, and the program does not ask about SEP/Keogh contributions in the "self-employed income & expenses" section. To find it, you must:

-Make sure you're in the "Income & Expenses" section

-Scroll down past the summary of all your previously entered income

-Click "add more income" 

-Select "see list of all income" (if not already showing full list at the bottom)

-Scroll down to "Other Business Situations" 

-Click "see more"

-Finally, you are able to enter the "self employed retirement" section. 


*Not: This is also where SE health insurance is located this year.

1 reply

Critter
Level 15
June 3, 2019

OR you can always use the SEARCH box for almost anything ... 

To enter your self-employed retirement contributions in TurboTax, log into your tax return  (for TurboTax Online sign-in, click Here) and type "self-employed retirement" in the search bar then select "jump to self-employed retirement". TurboTax will guide you on entering this information.     


OR use the tax topics tool ... under the tax tools >> tools >> tax topics 

Level 2
June 3, 2019
Some browsers don't display the search boxes, which is a pain! It's always good to know the actual route, just in case the shortcut isn't working :).