serpilio
Returning Member

Retirement tax questions

Hi Dave, 

I followed your instructions to input the Cash Balance Plan contribution into the Keogh Defined Benefit section of Turbo Tax.  In addition to the Cash Balance Plan, there were contributions to a 401k.  The 1065 k1 has a total of $186,000 on line 13R.  This should be $61,000 for the 401K and $125,000 for the Cash Balance Plan.  I'm now getting an error for the $20,500 employee deferral amount to the 401K.  Please help!