1040-US: Entering a contribution rate different than the default rate for Keogh and SEP plans

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.


How do I enter a contribution rate different than the UltraTax CS default rate of 25 percent for Keogh and SEP plans?


Enter the plan's full contribution rate in the Limitation percentage (Force) field in Screen Keogh. UltraTax/1040 calculates the maximum deduction using the rate entered.

Related topic: Keogh, SEP, and SIMPLE contributions FAQs (1040)

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