- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
All kinds of problems with this situation and the TT K-1 form
-There is no K-1 box 13-R on the form I received, but the contributions are listed separately (STMT).
-There is no provision for catch-up contributions in the TT list.
-Once I entered the breakdown of ALL contributions, only DB shows up under retirement deduction. The traditional 401-k and employer match do not
-I use catch-up as ROTH and there is no way to designate it as catch-up.
-When I go back to retirement, only the DB shows up. All the other contributions do not.
- It states I overcontributed, even though I did not and I am over 50...
Anyone has any great ideas? Maybe delete the K-1, re-enter without the 13-R information, which BTW won't go away even when I have deleted the entries, and just put all the items correctly in the retirement tab and roll the dice?