List of excludable retirement plans

milynngraves · ‎September 3, 2023

xmasbaby0 · ‎September 3, 2023

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DoninGA · ‎September 3, 2023

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.