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E
Ephesians3-14
Level 7
January 15, 2024
Question

Form 8881

  • January 15, 2024
  • 1 reply
  • 15 views

I have a client who set up a cash balance plan in 2023. He operates a sole proprietorship. No other employees.

Is he eligible for the small employer pension plan tax credit?

This topic has been closed for replies.

1 reply

dkh
dkh
Level 15
January 15, 2024

I found some IRS links when I Googled    what is the tax treatment of a cash balance plan

    E
    Ephesians3-14Author
    Level 7
    January 15, 2024

    Thanks - I did that already. Already watched a few videos and reviewed the IRS site for discussion about the credit. Not very useful.

    Was wondering though if the specific set of circumstances mentioned above might allow my client to claim the Form 8881 credit. Doesn't look like it, but wanted to confirm with someone smarter than me. 

      IRonMaN
      IRonMaN
      Level 15
      January 15, 2024

      I'm definitely not smarter than you, but I also don't think you can do it.

      Slava Ukraini!
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