qbteachmt
Level 15

"I don't see where anything is incorrect in this form."

@cbmccask 

Are you working on 2023 taxes?

Because you just posted in a topic from 2022, which means they were working on 2021 taxes. And the rules changed in the meantime, and often the forms change, anyway.

For instance, an employer is now (since the SECURE Act passed at the end of 2022) allowed to put an employee's match into Roth 401(k).

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