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Level 2
posted Jan 24, 2020 3:56:54 PM

Solo401K. Is the employee deferral and the catch-up additive. do I enter $25000 for elective employee deferral or do I enter 19000? Software question not tax law

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1 Best answer
Expert Alumni
Jan 24, 2020 4:25:35 PM

Enter Elective Deferrals as $19,000 and Catch-Up Contributions of $6,000 separately.

 

Type 'Solo 401K' in the Search area, then click on 'Jump to solo 401k'.

 

Continue to screen for Individual and Roth 401(k) plans (screenshot).

 

 

 

 

1 Replies
Expert Alumni
Jan 24, 2020 4:25:35 PM

Enter Elective Deferrals as $19,000 and Catch-Up Contributions of $6,000 separately.

 

Type 'Solo 401K' in the Search area, then click on 'Jump to solo 401k'.

 

Continue to screen for Individual and Roth 401(k) plans (screenshot).