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Level 1
posted Feb 29, 2020 5:42:05 PM

Where is the excess 401K deferral amount within turbotax?

It told me the amount once, now I cannot find what it told me!  Where, in TurboTax for Windows, do I find that number so I can add any gains to it from the date I went into excess?

 

Help appreciated.  Please don't talk about 1099-R or where in TT to log the excess as "Other" income for 2019 - I need the $amount...

 

Thanks, in hopes.

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1 Best answer
Expert Alumni
Feb 29, 2020 6:27:20 PM

The fastest way--Go to Wages& Expenses-- and select Wrap up income.  Continue until you see the Let's Check Retirement Contributions.  See below.

1 Replies
Expert Alumni
Feb 29, 2020 6:27:20 PM

The fastest way--Go to Wages& Expenses-- and select Wrap up income.  Continue until you see the Let's Check Retirement Contributions.  See below.