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Level 1
posted Feb 25, 2025 2:45:57 PM

Clarify 457B question asked by turbotax after w2. Question in help, was it mandatory-yes. then it assumes it was employer provided- but it was not. how to answer?

not sure why this is being asked or what difference the answer makes. it was pretax.

0 1 1949
1 Replies
Expert Alumni
Mar 3, 2025 11:56:44 AM

Please clarify your question.

 

  • Do you have a 457-B plan on a W-2?
  • Was it mandatory? - you respond Yes!
  • If it is on the W-2, why would it not be an employee sponsored Plan?
  • If you resign, can you take it with you without rolling it over?

Please contact us again to provide some additional details.