How do I override an entry?

Forum|Forum|3 years ago
December 29, 2022
3 replies
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TurboTax Online

Best answer by dmertz

Overriding is not necessary. A cash balance plan is a defined benefit plan. Enter it as such. TurboTax does not limit the amount that you are permitted to report as contributions to a defined benefit plan.

VolvoGirl

Employee

You can only do that in the Desktop program. Are you using Online or Desktop? What do you want to change?

HinebaughAuthor

I assume Online as I had to enter a license code. Need to override line 16 on Schedule 1 as the software does not provide an option for a Cash Balance Plan and the adjustment is being capped at a lower amount as a result.

Thanks

NCPERSON1

@Hinebaugh - license code means you are using the desktop version....you downloaded the software to your desktop / laptop, right?

You don't want to override, not only can you not e-file, it invalidates the Turbo Tax warrentee.

Mike9241

any override prevents e-filing.

Bianco12

The amount taxable is not correct, how do I change it.

BillM223

1. Why do you think that the amount on the 1040 is not the correct taxable amount?

2. After you entered the 1099-R data, did you go through an interview asking a series of questions about when the pension/annuity started, how many payments you have received, and a number of other questions that seemed irrelevant?

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dmertzAnswer

Employee