lhechler53
Returning Member

How to report a deposit to a retirement account not IRA or Roth

 

Retirement tax questions

Then what type of retirement account?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
lhechler53
Returning Member

Retirement tax questions

It is an SEI Managed account.

Retirement tax questions

You do not report contributions to a non qualified retirement plan that is not an IRA or employer sponsored retirement plan.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**