Get your taxes done using TurboTax

Certainly, @samtx  definitely needs to make sure the exact type of plan that was with the former "state" employer..

But.......... an 8% mandatory contribution implies to me that it would likely have been a 414h plan and not a 403b plan (nor a 401k)

 

 but he really does have to check his plan documents to make absolutely sure what type it was.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*