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Gibson335
Returning Member

Entering Personal Solo 401(k) in Turbotax Home & Business

I am struggling to enter my Personal Solo 401(k) info in Turbotax Home & Business. One help topic said to type in “self-employed retirement” in the search box and then click on “Jump to self-employed retirement”. I don't get a link, just an article saying the same thing. If I just go to the individual 401K form and try to input it there, it gives me an error and thinks I've put too much in my 401K.

 

I'm running the windows desktop version. Thanks for any help!

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6 Replies

Entering Personal Solo 401(k) in Turbotax Home & Business

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

Click on Tools.

Click on Topic Search.

Type in self-employed retirement. With the key words highlighted, click on GO.

Entering Personal Solo 401(k) in Turbotax Home & Business

Sorry, you said you are using the desktop edition and I gave you the online procedure.

Entering Personal Solo 401(k) in Turbotax Home & Business

Gibson335
Returning Member

Entering Personal Solo 401(k) in Turbotax Home & Business

This is one of the ones I found that says you'll get a link to follow that isn't there...

Entering Personal Solo 401(k) in Turbotax Home & Business

When you type in self-employed retirement plans in the Search box and press Enter you do not see the Jump to link?

SE Retirement Plans TTD.JPG

 

 

Gibson335
Returning Member

Entering Personal Solo 401(k) in Turbotax Home & Business

Nope - so I just changed my display settings and still nothing. So I rebooted and it finally appeared. Frustrating since I've seen other links in the search in the past few days... Not sure why this one decided to be a challenge. Thanks for taking the time to respond!

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