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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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‎January 17, 2020
10:05 AM
7,524 Views