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April 18, 2023
Question

Can I not claim retirement contributions so I can avoid having to pay TurboTax $118?

  • April 18, 2023
  • 1 reply
  • 0 views
TurboTax encouraged me to claim my meager retirement contributions to see if I qualify for a credit.  Turns out I qualify for an extra $68 on my return, but now TurboTax is forcing me to upgrade to Deluxe and pay them $118.  How can I opt out?

1 reply

Employee
April 18, 2023

You can disqualify yourself for the retirement saver credit by telling the software you are a student.

 

Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site

 

https://apps.irs.gov/app/freeFile/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**