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New Member
posted Jun 5, 2019 3:04:56 PM

How do i know if i contributed to a qualified retirement plan?

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2 Replies
Level 7
Jun 5, 2019 3:04:57 PM

A qualified plan is established by an employer to provide retirement benefits for its employees and their beneficiaries.

Qualified plans include the following

  • 401(k)s
  • 403(b)s (also known as tax-sheltered annuity plans)
  • 457 plans for government employees
  • Traditional IRAs
  • Roth IRAs
  • SEP and SIMPLE plans for employees of small businesses
  • Pension plans
  • Profit-sharing plans
  • Stock bonus plans
  • Level 7
    Jun 5, 2019 3:04:59 PM

    You may see contributions to a qualified plan in Box 12 on your W-2.