topic retirement plan startup tax credits in Get your taxes done using TurboTax

retirement plan startup tax credits

Stuartil5 — Tue, 24 Feb 2026 07:38:25 GMT

is your software program updated to include 100% of retirement plan startup credits and can you please share a link to that section of the form? how to complete it would be helpful (perhaps that's something we can do offline at your convenience). thank you - michael

Re: retirement plan startup tax credits

VincentL12345 — Wed, 25 Oct 2023 16:11:14 GMT

The input for the credit is Under Less Common Business Situations>Business credits>Pension Plan start up costs. You will need version TurboTax Premium.

Re: retirement plan startup tax credits

Stuartil5 — Wed, 25 Oct 2023 19:30:45 GMT

Can someone please walk me through how to add or change to this version from my current?

I can be reached at [phone number removed]

Thank you,

Michael

Re: retirement plan startup tax credits

Cindy4 — Wed, 25 Oct 2023 23:31:39 GMT

Hi @Stuartil5 !

To upgrade to TurboTax Premium from within TurboTax online will be triggered automatically when you enter the information. If you are using TurboTax Desktop you will have to purchase the Premium version following these steps:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/upgrade-products/upgrade-turbotax-windows-software/L6ZAMX1dn_US_en_US

Hope this helps!

Cindy