Jump to content

Search the Community

Showing results for tags 'tax year'.

  • Search By Tags

    Type tags separated by commas.

  • Search By Author

Content Type


Forums (Message Boards)

  • Retirement Plans
    • 401(k) Plans
    • Defined Benefit Plans, Including Cash Balance
    • Retirement Plans in General
    • Distributions and Loans, Other than QDROs
    • IRAs and Roth IRAs
    • 403(b) Plans, Accounts or Annuities
    • Cross-Tested Plans
    • Correction of Plan Defects
    • SEP, SARSEP and SIMPLE Plans
    • Qualified Domestic Relations Orders (QDROs)
    • Employee Stock Ownership Plans (ESOPs)
    • Plan Terminations
    • Governmental Plans
    • Plan Document Amendments
    • 457 Plans
    • Investment Issues (Including Self-Directed)
    • Operating a TPA or Consulting Firm
    • Estate Planning Aspects of IRAs and Retirement Plans
    • Continuing Professional Education
    • ERPA (Enrolled Retirement Plan Agent)
  • Issues Spanning Multiple Types of Plans
    • Form 5500
    • Communication and Disclosure to Participants
    • Litigation and Claims
    • Church Plans
    • Securities Law Aspects of Employee Benefit Plans
    • Mergers and Acquisitions
    • Multiemployer Plans
    • International, Expat Benefits
    • Miscellaneous Kinds of Benefits
  • Health & Welfare Plans
    • Cafeteria Plans
    • Health Plans (Including ACA, COBRA, HIPAA)
    • Health Savings Accounts (HSAs)
    • VEBAs
    • Other Kinds of Welfare Benefit Plans
  • Executive Comp; Section 409A
    • 409A Issues
    • Nonqualified Deferred Compensation
  • Miscellany: Other Than Employee Benefits
    • Using the Message Boards (a.k.a. Forums)
    • Humor, Inspiration, Miscellaneous
    • Computers and Other Technology
  • User Groups (Unofficial)
    • ftwilliam.com
    • Relius Administration

Find results in...

Find results that contain...


Date Created

  • Start

    End

Last Updated

  • Start

    End

Filter by number of...

Joined

  • Start

    End

Group

AIM

MSN

Website URL

ICQ

Yahoo

Jabber

Skype

Interests

Found 1 result

  1. JARichardson
    We have a one person DB plan sponsor: FY is calendar. PYE is 9/30/18. He contributed for the 2017 plan year in Feb 2018 and filed his 2017 tax return without extension. Then he made the 2018 deposit in September 2018 before the 2017/2018 PYE. Since he deposited the money during the plan year it will be listed on the 2017 SB but he'll deduct it in 2018. The 2017 PY max deduction doesn't cover the entire amount, but we have room in and time to amend the formula back to 10/1/2017 so it is deductible. We are concerned with the deposits during being split between the 2 tax years. I think that it is ok but would like another opinion.
×
×
  • Create New...