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SLH1040
Level 1
March 14, 2026
Question

Where in the system do you report a Cal Savers contribution?

  • March 14, 2026
  • 2 replies
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    2 replies

    abctax55
    abctax55
    Level 15
    March 14, 2026

    Umm... nowhere?

    Where do you 'think' it should show up on the final tax return?

    HumanKind... Be Both
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 14, 2026

    will a ROTH contribution get them retirement contribution credit? 

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    abctax55
    abctax55
    Level 15
    March 14, 2026

    @Just-Lisa-Now- 

    Ah... good point.  Maybe, if income is low enough?   

    I see these so seldom I forget (both the CalSavers contribution AND the Savers Credit).

    My 'guess' is that there's a place on the W-2 input screen to put the info? 

    That is ass-u-ming the OP is actually using PS <w>.

    HumanKind... Be Both
      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      March 14, 2026

      thats the weird part, its not on a W2 anywhere.

      I had 2 people last year that brought me statements that showed the ROTH contributions thru CalSavers and I input them on the IRA/ROTH contribution worksheet and I thought I remembered someone getting a retirement contribution credit for it...I havent seen any this year, so I wasnt sure if my memory was correct.

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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