Solo 401k 1099-R, 用TurboTax 報稅時,是填寫到哪個位置?有兩個地方可以填寫1099-R

本帖於 2024-04-21 08:51:48 時間, 由普通用戶 summerp 編輯

你們是按照下麵填寫在這個位置嗎?

Here’s how to enter your Solo 401(k) contributions in TurboTax:
1. open or continue your return.
2. Search for self-employed retirement plans (be sure to include the hyphen) and select the Jump to link.
3. Answer Yes to the question, Did you make a 2023 self-employed retirement plan contribution?
4. Answer Yes to Did you contribute to an Individual or Roth 401(k) plan?
5. On the next screen, enter your Elective Deferralsand any Catch-Up Contributions you made in 2023.


還是填寫到
Here's where to enter your 1099-R in TurboTax:
1. Open or continue your return.
2. In the Federal section, select Wages & Income.
3. Scroll to locate Retirement Plans and Social Security.
4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

我第一種方式填寫後,沒有在1040form 5a 顯示,所以按照第二種方式填寫,不知道是對於solo 401k不是填寫錯了
 

所有跟帖: 

有人了解這種情況嗎?謝謝! -bayuquan- 給 bayuquan 發送悄悄話 (0 bytes) () 04/21/2024 postreply 08:39:21

personal income/retirment -slow_quick- 給 slow_quick 發送悄悄話 slow_quick 的博客首頁 (0 bytes) () 04/21/2024 postreply 11:55:18

那就是填寫到上麵說的第二種情況的位置,我是填到這裏,才在1040 5a上顯示出Roth solo 401k的金額,謝謝! -summerp- 給 summerp 發送悄悄話 (0 bytes) () 04/21/2024 postreply 12:02:30

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