Where do I enter pensiion start up costs to get autoenrollment credit on form 8881?

[jmelamed1]

Unable to get system to recognize my pension startup costs.

[DoninGA]

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Topic Search

Type in form 8881.  On the result click on GO

[jmelamed1]

Turbotax live does not allow one to enter the information for the autoenrollment credit.  Being a 1 person LLC I am not eligible for the startup costs credit but am eligible for the autoenrollment credit.

I am going to need to do an amended return to receive this , a major pain.  Turbotax per postings I have seen has been aware of this since at least 2024 and has not fixed this.

[PatriciaV]

To claim the Auto-Enrollment Credit in TurboTax Online, follow these steps:

1. Log into TurboTax and open your return.
2. Navigate to your Schedule C business.
3. Edit Business info to indicate that you pay W-2 employees.
4. Under Expenses >> Less Common, check the boxes for Employee Pension Plan and Employee pension plan startup costs.
5. Go to Employee Pension Plan, answer all questions about number of employees paid & eligibility.
6. Check box for Auto-enrollment.
7. Check Yes if plan is qualified for the credit.
8. Go to Employee Pension Plan startup costs and complete interview. Enter at least $1 for startup costs (even if you had none - this is necessary to claim the credit in TurboTax).
9. To complete the Pension Plan Startup Credit, go to Wages & Income Summary >> Other Business Situations >> Business Credits, and select Pension Plan Startup Costs.
10. Follow the prompts to confirm the Auto-Enrollment Credit.