How to report a deposit to a retirement account no...
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lhechler53
Returning Member

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

 
3 Replies
macuser_22
Level 15

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.**
lhechler53
Returning Member

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

It is an SEI Managed account.

macuser_22
Level 15

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.**
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