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February 15, 2024
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Qualified retirement plan- box 13 not checked.

  • February 15, 2024
  • 1 reply
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In the past I have contributed to my 403B plan, but did not make a contribution during 2023.

Box 13 is not checked this year. Should i respond no to "Are you covered by a qualified retirement plan?

If so, it would let me make a contribution to an IRA for 2023.

 

Thank you,

 

 

    Best answer by dmertz

    "Should i respond no to "Are you covered by a qualified retirement plan?"

     

    Under the circumstances, you should respond No to this question because no additions were made the 403(b)  (or any other employer-provided plan) for 2023.

    1 reply

    dmertzAnswer
    Employee
    February 15, 2024

    "Should i respond no to "Are you covered by a qualified retirement plan?"

     

    Under the circumstances, you should respond No to this question because no additions were made the 403(b)  (or any other employer-provided plan) for 2023.