Forms
When you switch to form view from the 1099R input screen, this worksheet appears
What is the Pension Taxability Worksheet?
Use this screen to enter the amount for total traditional IRA contribution
What is screen IRA?
This button is pressed from screen 1099R to get to the Help and How To Center
What is F1?
The acronym IRA stands for this
What is individual retirement account?
These are the 4 folders in which the Keogh tab appears
What are the Business, Farm, K1 1065 1120S, and Retirement folders?
Line 4 on Form 5329 calculates this
What is additional tax?
From screen 1099R, this distribution code is entered for direct rollovers and direct payments
What is code G?
This Help and How To article explains commonly asked questions about Keogh contributions
What is Keogh, SEP, and Simple contributions FAQs (1040)?
This is the age you need to be to avoid receiving a penalty on early IRA distributions
What is 59 1/2?
This step shows the contribution deduction on Worksheet 5
What is step 22?
This line on Form 1040 refers to pensions and annuities
What is line 16?
This is the last input field on screen 1099R-3
What is prior-year required minimum distribution amount?
This Help and How To article explains the two requirements for SIMPLE plans
What is 1040-US Special requirements for SIMPLE plans?
This field must have an X marked in order to convert from a traditional IRA to a Roth IRA
What is IRA/SEP/SIMPLE?
This is the first thing one should check if a Keogh or other qualified plan deduction is not calculating
What is entering the information under the correlated activity?
In Form 5329, this part refers to additional tax on early distributions
What is Part I?
This screen is where one can enter tier 1 railroad retirement benefit information
This Help and How To article explains each of the codes related to computing maximum allowable retirement contributions
What is Screen Keogh - Keogh, 401(k), SEP, SIMPLE Contributions (1040)?
This worksheet is where I can view Basis in Roth IRA Conversions
What are Roth IRA Worksheets?
This field allows users to change the default contribution rate for Keogh and SEP plans
What is Limitation Percentage (Force)?
This worksheet is the Keogh/SEP/SIMPLE Worksheet
What is worksheet 5?
To calculate Form 5329 part IX additional tax on excess accumulation in qualified retirement plans, go to this screen
What is screen 1099R-2?
People 70 and 1/2 or older can directly transfer up to this amount of money as a tax-free charitable distribution
What is $100,000?
If you do not agree with the taxable amount calculating on Form 1040 line 15b refer to page 2 of this form
What is Form 8606?
This business classification is not eligible for Keogh retirement plans
What is an S Corporation?