I made contribution to a company retirement plan of $3,396.80. I also contributed $3,000 to my Fidelity account. Total of $6,396.80. How do I enter these values?

[ChristinaS · Accepted solution]

If you are a W2 employee, your retirement plan contribution is built into your W2. If its deductible, your box 1 wages will already reflect that. You cannot add employer-based retirement plan contributions on your tax return. Just type in your W2 exactly as it appears.

If you contributed to an IRA with Fidelity, enter that here:

• Federal Taxes- Deductions and Credits
• Retirement and Investments
• Traditional and Roth IRA Contributions
• Enter the $3000 as Traditional or Roth, whichever is correct.