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Level 2
May 16, 2025
Solved

Defined Benefit

  • May 16, 2025
  • 1 reply
  • 4 views

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?

    Best answer by Mike9241

    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

     

    1 reply

    Mike9241
    Level 15
    Mike9241Level 15Answer
    Level 15
    May 16, 2025

    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

     

    Mike9241
    Level 2
    May 16, 2025

    Thanks @Mike9241 !

    Mike9241
    Level 15
    Level 15
    May 17, 2025

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

    Mike9241