dmertz
Level 15

Retirement tax questions

pitterPat19, after you enter the code R in box 13 in step-by-step mode, TurboTax will ask you to supply the detailed breakdown of the amount.  Your defined benefit plan is a Keogh plan (select Defined Benefit as the Keogh plan type).  Your 401(k) elective deferrals go in the Payments to 401(k) (non-Roth plan) box and employer contributions go in the Employer Matching Contribution to 401(k) box, so the defined contribution plan amounts go in these two boxes .  TurboTax imposes limits on only the 401(k) elective deferral and employer contributions, not on the defined benefit plan contribution.