DawnC
Employee Tax Expert

Retirement tax questions

The following plans are considered qualified retirement plans: 

 

  • Traditional or Roth IRA
  • SEP or SIMPLE IRA
  • 401(k), including designated Roth 401(k)
  • 403(b), including designated Roth 403(b)
  • Salary reduction SEP
  • Governmental 457 plan
  • Section 501(c)(18) (D) plan
  • A qualified plan, section 4974(c), including the federal Thrift Savings Plan
  • Contributions to an ABLE account, as defined in section 529A

If the contributions you made were made through your job(s), your W-2(s) should properly reflect the contributions.  All you need to do is enter your W-2.  If you are unsure, you can verify the amounts on your W-2 with your employer, but you should not answer yes to this question unless you have made contributions to a qualified plan (one listed above) outside of the contributions made through your employment.     @Tgj092688 

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