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February 14, 2025
Question

How do you include IRS Code 401a in Quickbooks

  • February 14, 2025
  • 1 reply
  • 0 views

On the drop down list for coding pensions in the Enhanced Payroll program, IRS Code 401a is not an option as a qualified retirement plan.

1 reply

February 14, 2025

I appreciate you reaching out to us, @KMPO. I'll share an update on setting up IRS Code 401a in QuickBooks Desktop (QBDT) and point you in the right direction to achieve this.

 

Please know that the IRS code 401 (a) is unsupported in the program and that adding it to QBDT isn't possible. Meanwhile, these are the presently supported plans available in QBDT:

 

  • 401(k) / 401(k) catch-up
  • Simple 401(k) / Simple 401(k) catch-up
  • 403(b) /403(b) catch-up
  • SARSEP / SARSEP catch-up
  • Simple IRA / Simple IRA catch-up
  • After-tax Roth 401(k)
  • After-tax Roth 403(b)
  • Company-only plan

 

More details are available in this article: Set up or change a retirement plan.

 

Since 401a isn't an option, I recommend working with a Tax ProAdvisor so they can help you get around this and set up the closest plan offered. They can also provide more details and assist you in keeping your books accurate.

 

On the other hand, you can visit this article to help guide you in handling payroll taxes in QBDT: E-file and e-pay federal forms and taxes in QuickBooks Desktop Payroll Enhanced.

 

You can mention me in the comment section so I can assist in sorting out your QuickBooks inquiries. I can assure you that I'll be around to lend a helping hand. Keep safe.