jovan1210
Returning Member

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?