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4Health
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K-1 help with Box 13R - Profit sharing and cash balance

I need some help with inputting data from Box 13R.

 

My Box 13R has a total amount of 51,930

 

LINE 13R - PENSIONS AND IRAS
PROFIT SHARING (KEOGH) CONTRIBUTIONS: 18,231
401(K) CONTRIBUTION: 6,696
401(K) MATCH CONTRIBUTIONS: 9,003
CASH BALANCE PLAN: 18,000

I know that the 18,231 goes under "Payments to Keogh" and I select profit sharing (PS) under the type of Keogh.

 

The 6696 goes under "Payments to 401K (non-Roth plan)

The 9003 goes under "Employer Matching Contribution to 401K"

 

Where does the Cash Balance plan go?


I'm assuming it needs to go under "Payments to Keogh" and I need to then select Defined Benefit under "Type of Keogh", but you aren't able to select both profit sharing and defined benefit.  Its easy enough to add $18,000 and $18,231 and put $36,231 under "Payments to Keogh" but my refund amount changes significantly if I select Defined Benefit versus Profit Sharing.


Any help? I've looked at the worksheet form as well but I don't see a way to address it there either.

 

Thanks.

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