EFTA01220920.pdf

2 Part II - Adjustment to Net Earnings Used for Maximum Deductible Contribution Calculation 1a b c Part III - Detail of Maximum Allowable Deduction Calculation for Money Purchase, Profit Sharing, SEP and Individual 401(k) Plans Rate: A B C Steps: 1a b c 2a b c 3 4 5 6 7 smaller 8 Note: The program will automatically calculate the allowable elective deferrals to your Individual 401(k) if you have any entries in Part I, line 6. 9 Allowable 10 11 12 13 smallest 14 15 smaller Note: If you are 50 or over, the program will automatically calculate the maximum allowable catch-up contribution to your Individual 401(k) if you have any entries in Part I, lines 6 and 7. 16 17 Allowable 18 smaller 19 20 21 maximum deductible contribution for MP, PS, SEP & Individual 401(k) Plans EFTA01220920  3 Part IV - Detail of Maximum Allowable Deduction Calculation for SIMPLE Plans 1 2 3 Maximum allowable deductionfor SIMPLE Plans Part V - Maximum Keogh/SEP/SIMPLE/401(k) Deductible Contribution 1 Total maximum allowable deduction. 2 EFTA01220921 EFTA01220922