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Where do I record a cash balance retirement plan contribution in TurboTax?

 
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1 Reply
pk
Level 15
Level 15

Where do I record a cash balance retirement plan contribution in TurboTax?

@john-frank  are you talking about an annuity or a qualified retirement plan ?  If the latter , assuming that you are talking about the end of the year value of the account (  the admin. sends you this every year ), then this is used only  as notification to you and to determine the  Required Minimum  distribution for the  current year-- if you are retired.  If you are not retired , then this is just info.  In either case there is nothing to report on your return for the tax year 2021.

Or are you talking about the contribution that you made  through your employer  or directly ( in case of self-employed ) ? or ?

 

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