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Entering Keogh, SEP, and Simple Plan contributions in ProSeries

SOLVEDby Intuit2Updated December 08, 2021

This article will show you how to enter contributions to Keogh, SEP, and Simple Plans in ProSeries Basic and ProSeries Professional.

Follow these steps to enter a Keogh, SEP, or Simple contribution:

  1. Open the client return.
  2. Open the Keogh/SEP/SIMPLE Contribution Worksheet.
  3. Enter the amount of the contribution on the line for the relevant plan.

The total maximum deduction will be calculated on Part V of the Keogh/SEP/SIMPLE Contribution Worksheet, and then the deduction will flow to Schedule 1, line 15.

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