I need some help with inputting data from Box 13R.
My Box 13R has a total amount of 51,930
LINE 13R - PENSIONS AND IRAS
PROFIT SHARING (KEOGH) CONTRIBUTIONS: 18,231
401(K) CONTRIBUTION: 6,696
401(K) MATCH CONTRIBUTIONS: 9,003
CASH BALANCE PLAN: 18,000
I know that the 18,231 goes under "Payments to Keogh" and I select profit sharing (PS) under the type of Keogh.
The 6696 goes under "Payments to 401K (non-Roth plan)
The 9003 goes under "Employer Matching Contribution to 401K"
Where does the Cash Balance plan go?
I'm assuming it needs to go under "Payments to Keogh" and I need to then select Defined Benefit under "Type of Keogh", but you aren't able to select both profit sharing and defined benefit. Its easy enough to add $18,000 and $18,231 and put $36,231 under "Payments to Keogh" but my refund amount changes significantly if I select Defined Benefit versus Profit Sharing.
Any help? I've looked at the worksheet form as well but I don't see a way to address it there either.
Thanks.
