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New Member
posted Jun 4, 2019 7:18:40 PM

What does the question Did you contribute to a qualified retirement plan in 2017? mean

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1 Best answer
Level 7
Jun 4, 2019 7:18:42 PM

A qualified plan is established by an employer to provide retirement benefits for its employees and their beneficiaries.

Did you contribute to one of the following qualified plans?

  • 401(k)s
  • 403(b)s (also known as tax-sheltered annuity plans)
  • 457 plans for government employees
  • Traditional IRAs
  • Roth IRAs
  • SEP and SIMPLE plans for employees of small businesses
  • Pension plans
  • Profit-sharing plans
  • Stock bonus plans

    • 4 Replies
    Level 7
    Jun 4, 2019 7:18:42 PM

    A qualified plan is established by an employer to provide retirement benefits for its employees and their beneficiaries.

    Did you contribute to one of the following qualified plans?

  • 401(k)s
  • 403(b)s (also known as tax-sheltered annuity plans)
  • 457 plans for government employees
  • Traditional IRAs
  • Roth IRAs
  • SEP and SIMPLE plans for employees of small businesses
  • Pension plans
  • Profit-sharing plans
  • Stock bonus plans

    • Level 7
    Jun 4, 2019 7:18:43 PM

    You may see contributions to a qualified plan in box #12 on your W-2

    New Member
    Jun 4, 2019 7:18:45 PM

    still not the answer.

    New Member
    Jun 4, 2019 7:18:47 PM

    in 2017 I had an employer pension plan that I did not contribute to, but instead payed into an IRA 6500 dollars before April 1 2018. How do I indicate this on the turbotax form