topic Re: Defined Benefit in Get your taxes done using TurboTax

Defined Benefit

sschwartzr — Fri, 16 May 2025 15:15:01 GMT

I received a K-1 and am trying to import it all into my personal return. I go to Box 13 (Code R), and while the title is "Pensions and IRAs", the options are "traditional IRA", "Roth IRA", "Keogh"... (don't need to list them all).

There is no option for "Defined Benefit Plan". What do I do?

Re: Defined Benefit

Mike9241 — Fri, 16 May 2025 16:14:40 GMT

use the Keogh line and on the next line in the drop-down box below select defined benefit

defined benefit only describes how the contribution is determined not the type of plan

Re: Defined Benefit

sschwartzr — Fri, 16 May 2025 20:13:16 GMT

Thanks @Mike9241 !

Re: Defined Benefit

Mike9241 — Sat, 17 May 2025 01:28:39 GMT

you are welcome. That's what we are here for.