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This article applies to:

  • Product: Planner CS

Enter 401(k) contributions

Use the following steps to enter 401(k) contributions.
  1. Enter 401(k) contributions in the
    Adjustments
    ,
    TP Keogh/SEP
     and/or
    SP Keogh/SEP
     tabs.
  2. Use the
    Compute max elective deferral?
     field to calculate the maximum 401(k) deduction.
  3. Use the
    Elective deferral payments
     and
    Catch-up contribution
     fields to enter specific 401(k) deduction amounts.
    note
    The
    Retirement plan type
     field isn't used for a 401(k) contribution, which is an elective deferral contribution.