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lhechler53
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How to report a deposit to a retirement account not IRA or Roth

 
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‎October 13, 2020 6:05 PM
last updated ‎October 13, 2020 6:05 PM
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macuser_22
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How to report a deposit to a retirement account not IRA or Roth

Then what type of retirement account?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎October 13, 2020 6:08 PM
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lhechler53
Returning Member

How to report a deposit to a retirement account not IRA or Roth

It is an SEI Managed account.

‎October 13, 2020 6:12 PM
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macuser_22
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How to report a deposit to a retirement account not IRA or Roth

You do not report contributions to a non qualified retirement plan that is not an IRA or employer sponsored retirement plan.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎October 13, 2020 8:48 PM
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