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I am questioning whether or not box 13 Ret.Plan should be
I am questioning whether or not box 13 Ret.Plan should be checked. My employer had a SIMPLE 401(k) that I was eligible to participate in, but didn't in 2018. I don't have any D (Deductions) in box 12.… read more
Gerald, Esq
Gerald, Esq
Juris Doctor
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Tax Tax question, funded the maximum $24,500 into a 401(k)
Tax Tax question, funded the maximum $24,500 into a 401(k) plan with employer in 2018. $19,900 of that was in a traditional deductible 401k and 4600 was in a Roth 401(k). When completing the 2018 pers… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
4,130 satisfied customers
My husband and I both have 401k retirement plans and our
My husband and I both have 401k retirement plans and our employers checked the retirement box 13 on our w-2 s. Is the box 12a with a code D considered a traditional IRA? … read more
Robin D.
Robin D.
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SEP & IRA - -Married Filing Joint taxpayers with AGI of $
SEP & IRA - -Married Filing Joint taxpayers with AGI of $ 167,116 -Only one spouse works - Receives a W2 from a S-corporation that he owns 50/50 with spouse. -Working spouse is covered by a SEP at his… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
4,130 satisfied customers
Married filing jointly, ages 64 and. Assume eligibility for
Married filing jointly, ages 64 and 69. Assume eligibility for traditional IRAs. Contribute maximum 6500 + 6500 to traditional IRAs for 2017 return on April 17, 2018. Take full distributions of 6500 +… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
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I sold stock from an espp and immediately put it into a
i sold stock from an espp and immediately put it into a traditional ira account, do i have to claim that in my taxes … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
18,711 satisfied customers
I need to know how much I can contribute to a roth or
I need to know how much I can contribute to a roth or traditional IRA for 2017. I am single and gross income is about $140,000. I also have contributed about $7,800 to my 401k plan… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
35,154 satisfied customers
I have an employee that has Box 13 of his W-2 checked for
I have an employee that has Box 13 of his W-2 checked for Retirement Plan. We do have a company plan; however, he does not contribute. Is the fact that this Box 13 is checked when his W-2 clearly show… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,197 satisfied customers
If covered by a retirement plan at work and put in $2,696 in
if covered by a retirement plan at work and put in $2,696 in 401-k, W-2 checked retirement plan in box 13. Then you retire in September, can you then open an IRA and put in $6,500 and deduct that $6,5… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
20,197 satisfied customers
I am 59. Income is 60000. I contribute 15300 to a simple ira
I am 59. Income is 60000. I contribute 15300 to a simple ira at work. 6500 to a regular ira,and 4350 to an hsa.i have no other adjustments to income. I am single witth 0 dependents. What will my AGI b… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
35,154 satisfied customers
My wife and I are both retired, each has a pension, and we
My wife and I are both retired, each has a pension, and we file a joint return. My wife also had part-time jobs and had income reported on W-2 forms. She did not have retirement plans at the companies… read more
Bill
Bill
Master's Degree
3,213 satisfied customers
Hi Steve; Hope you had a safe & happy 4th. Heres my question A
Hi Steve; Hope you had a safe & happy 4th. Here's my question: A Sub S creates a profit sharing plan before 12.31.10. The contribution is paid by the company in 2011. The primary shareholder, a partic… read more
Bill
Bill
Master's Degree
3,213 satisfied customers
IRA Contributions Box 12 is empty. Box 13 is checked on my
IRA Contributions: Box 12 is empty. Box 13 is checked on my wife's W-2 (retirement plan). Her employer offers 403B and 457B plan, but she did not participate in 2010. We normally contribute to a tradi… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
35,154 satisfied customers
In 2010 I had six months of not participating in any retirement
In 2010 I had six months of not participating in any retirement plan due to a change in jobs. Can I contribute $6,000 to a previously established traditional IRA for the year? I am 68 years old. Gross… read more
Bill
Bill
Master's Degree
3,213 satisfied customers
Facts -Married & file jointly -Both husband and I have W-2
Facts -Married & file jointly -Both husband and I have W-2 income. -Husband belongs to and contributes to his company's 401(k) plan. -I do not have a company retirement plan -For the past 3 years, I n… read more
Bill
Bill
Master's Degree
3,213 satisfied customers
I am trying to take a traditional IRA tax deduction.
I am trying to take out a traditional IRA tax deduction. I usually take it. My accountant is telling me its a problem because my w-2 under section 13 has an "x" next to retirement plan. my retirement … read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
If the Ret. plan box (#13 on my W-2) has an x in it, and
If the "Ret. plan" box (#13 on my W-2) has an 'x' in it, and I did not participate in my employers retirement plan (403b), will the IRS question , or allow me to deduct the $2,400 I contributed to an … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
35,154 satisfied customers
my wife worked two employer,one had 401k plan made of ...
my wife worked two employer,one had 401k plan made of $40000 a yr and the other doesn''t it made of $30000 . so on w -2 form box 13 one with x and the other without x,can we still put some money for h… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
35,154 satisfied customers
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