MindyB
Expert Alumni

Retirement tax questions

No. None of those items belong in the IRA section. Since your Roth 401(k) and your wife's PEBA contributions are already reported on your W-2s, entering them again as IRA Contributions would double-count them. 

 

Stock options are not considered retirement contributions

 

The IRA section applies if you also put money into a separate, private IRA account outside of your work plans. If you didn't do that, leave that section blank.

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