o******6
发帖数: 39 | 1 请问401K的contribution，也就是W-2 表 box 12 code D,属于IRA contribution 吗？D是免税的，没有包括在box 1中。
大家是什么情况才能填Form1042的Item 36 IRA deduction?
401K的contribution能claim retirement saving contribution credit( Form 1042
Item 56 )吗？ |
t**i
发帖数: 688 | 2 401K is not IRA.
You cannot claim 401K on Line 36 of form 1040. |
o******6
发帖数: 39 | 3 Thanks!
那么401K的contribution能claim retirement saving contribution credit( Form
1042 Item 50 )吗？ |
o******6
发帖数: 39 | 4 1042 Item 50 填多少呢，除了W-2 Box12-D,还需要加上公司match的部分吗？ |
o******6
发帖数: 39 | |
t**i
发帖数: 688 | 6 Have you read 1040 Instruction for Line 50 and form 8880?
Employer's match cannot be claimed as your "contribution".
There is income limit for claiming such credit.
Add up all your contributions of IRA (trad and Roth), 401K and Roth 401 in form 8880 and calculate accordingly.
If you were student for 5 or more months in 2009, you cannot claim this credit. The 5 months are counted as calendar months with at least one day you are a student. Does not have to be consecutive 5 months, though. |
c********x
发帖数: 232 | 7 no.
【在 o******6 的大作中提到】
: Thanks!
: 那么401K的contribution能claim retirement saving contribution credit( Form
: 1042 Item 50 )吗？
|
o******6
发帖数: 39 | 8 Depends on. Please see post at the 4th floor.
【在 c********x 的大作中提到】
: no.
|
