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Returning Member
posted Oct 13, 2020 6:05:13 PM

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

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3 Replies
Level 15
Oct 13, 2020 6:08:44 PM

Then what type of retirement account?

Returning Member
Oct 13, 2020 6:12:49 PM

It is an SEI Managed account.

Level 15
Oct 13, 2020 8:48:36 PM

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