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Phillips Esq.
Phillips Esq., Attorney-at-Law
Category: Bankruptcy Law
Satisfied Customers: 19472
Experience:  B.A.; M.B.A.; J.D.
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Should a 403(b) tax sheltered account be listed under #12 on

Resolved Question:

Should a 403(b) tax sheltered account be listed under #12 on Schedule B?
Submitted: 6 years ago.
Category: Bankruptcy Law
Expert:  Phillips Esq. replied 6 years ago.

Thank you for giving me the opportunity to assist you. I encourage you to ask me for clarification, if you are not clear with my Answer.

 

Question: Should a 403(b) tax sheltered account be listed under #12 on Schedule B?

 

Response: Yes, because 403(b) account is a pension /retirement account. Item #12 is for listing interests in IRA, ERISA, Keogh, or other pension or profit sharing plans.

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