List of excludable retirement plans

Forum|Forum|3 years ago
September 3, 2023
2 replies
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TurboTax Live Deluxe Online

xmasbaby0

Level 15

What are you trying to do? Retirement plans excludable from what exactly?

You posted your question from a version of online Live software. If you are really using that “Live” software you can get help from your “expert.”

You are posting from TurboTax Live. You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 5 p.m. Pacific time.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

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DoninGA

Level 15

You will need to explain what you mean for "excludable retirement plans". What exactly are you trying to determine?

There are various types of retirement plans to include employer provided plans, IRA, Roth IRA, SEP and SEP IRA, SIMPLE IRA, 401(k), 403(b), Roth 401(k), etc.