Welcome Guest. Register Now!  

LinkBack Thread Tools Search this Thread Display Modes
  #1 (permalink)  
Old 01-23-2018, 11:49 AM
Junior Member
Join Date: Jan 2018
Posts: 2
Retirement Plan help


Here's my situation:
W2 does not have elected deferrals
TDAmeritrade Roth 401k and Traditional 401k

I do not have an auto deferral set up on my w2's, so I made a few contributions throughout the year to my Roth 401k via Personal Investment account. Say 3/15/2017 for $5000 and 6/15/2017 for $5000. A Total of $10,000 has been contributed by me personally without "employer" sending it in to my Roth.

From an employer standpoint, Does any one know if i have to report the 2 personal contributions on my W2 via Box 12 Code AA?

Question 2, Being that I can contribute max $18,000. Can I make a contribution now in 2018 for my 2017?

Weather it's Roth or Traditional 401k, I'm still working the numbers, but it is to my understanding that i have until 3/15/2018 to make these contributions as long as I have made an elective deferral statement/form by 12/31/2017. Is this correct? And I am assuming I would just add this to my box 12.

And the 37,000 Employer Match would not have to be reported on W2 at all. Correct?

Last edited by copiousquirk : 01-23-2018 at 01:30 PM.

Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiFurl this Post!Reddit! stumble!bookmark in google!Share on Facebook!
Reply With Quote

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Which Retirement Plan to Start Mickey123 Limited Liability Company 1 10-19-2014 12:06 AM
What is an Individual Retirement Plan? TaxGuru IRA/Sep 0 07-26-2010 07:26 PM
Ten Tips for Taxpayers Contributing to an Individual Retirement Plan Samatg For 2009 0 03-30-2010 06:17 PM
New IRS Retirement Plan Navigator Aims to Help Small Businesses Samatg General 0 10-13-2009 04:22 PM
What is an “Enrolled Retirement Plan Agent (ERPA”)? TaxGuru Retirement Planning 0 08-19-2008 12:02 PM

Follow us on Facebook Follow us on Twitter Google Buzz Rss Feeds

» Categories
 » Income
 » IRA/Sep
 » Medical
 » Payroll
Forum for CPAs
Financial Planning

» Recent Tax Q&A
No Threads to Display.