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Posted

I know the rules for the deductibility of employer contributions, but a client wants the regulations to show to one of the contributing employers.  I can't seem to put my fingers on any IRS regulations regarding the timing, so does anyone have it handy?

Thanks in advance!

Posted

I.R.C. § 404(a)(6)
Time When Contributions Deemed Made

For purposes of paragraphs (1), (2), and (3), a taxpayer shall be deemed to have made a payment on the last day of the preceding taxable year if the payment is on account of such taxable year and is made not later than the time prescribed by law for filing the return for such taxable year (including extensions thereof).
Posted

ErnieG gives the best Code cite.  The confusing thing in this discussion is that a failure to meet the "deadline" does not mean a penalty, etc.  It just throws the deduction into the year in which the contribution is actually made.  If your client is "maxing out," they could run into trouble by creating a situation in which two contributions occur in the same tax reporting year.   Talk to the CPA for the entity.

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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