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401 k contribution form 2025

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The SRSP 401(k) Contribution Form is used by employees to make or change their contribution elections in the Building Service 32BJ Supplemental Retirement Savings Plan. It requires personal information and specifies pre-tax contributions, including options for catch-up contributions for those aged 50 or older. Contributions are automatically invested unless other options are selected. Changes can only be made during open enrollment periods, but contributions can be stopped at any time. Employees should retain a copy of the completed form and contact Member Services for assistance.

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2019	4.8 Satisfied (73 Votes)
2017	4.3 Satisfied (41 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do you report a 401k on a tax return?

If you have a 401(k) or individual retirement account (IRA), you might be wondering what you are required to report on your taxes. Luckily, you typically dont need to report your 401(k) contributions, 401(k) or IRA balances, or even investment returns to the Internal Revenue Service (IRS).

Where do I enter my 401k contributions on my tax return?

If you have a 401(k) plan, contributions you make for yourself (including your employer contribution) are deductible on line 28 of your Form 1040 (excluding elective Roth deferrals). Contributions you make for employees are deductible on line 19 of your Schedule C.

Can I deduct 401k contributions on my taxes?

Key takeaways. 401(k) contributions arent technically tax deductible, but they help lower your taxable income. Roth 401(k) contributions are made with after-tax dollars. So, while you wont get a tax deduction now, you may benefit from tax-free growth and withdrawals in the future.

Should I receive a 1099-R for my 401k?

Yes, this is considered a distribution so you should report it. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan so follow up with your job if you did not receive one.

How do I find my 401k contribution on my W-2?

Contributions. The Internal Revenue Code limits the amount that an employee may elect to defer in a 401(k) plan. Your elective contributions may also be limited based on the terms of your 401(k) plan and are reported as an information item in box 12 of your Form W-2.

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Key Facts about the SRSP 401(k) Contribution Form

Purpose of the Form

Minimum Contribution Amount

Catch-Up Contributions

Investment Options

Contribution Changes

Contact Information for Assistance

Record Keeping

Purpose of the Form

This form is used to make or change an election in the Building Service 32BJ Supplemental Retirement Savings Plan (SRSP).

Minimum Contribution Amount

The minimum contribution amount from each paycheck to the SRSP is $10.

Catch-Up Contributions

Employees aged 50 or older can make catch-up contributions, allowing them to save above the normal IRS annual limit on a pre-tax basis.

Investment Options

Pre-tax contributions will be automatically invested in the Vanguard® Wellesley® Income Fund Admiral™ Shares unless other options are selected.

Contribution Changes

Future changes to contribution rates can only be made during open enrollment periods, but contributions can be stopped at any time by changing the rate to zero.

Contact Information for Assistance

For questions or more information, members can contact 32BJ Funds’ Member Services at 800-551-3225 during business hours.

Record Keeping

After completing and signing the form, it is advised to make a copy for personal records before returning it to the employer.

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How do I add 401k contributions to my taxes?

In the case of a Roth 401(k), you contribute with after-tax dollars. So, your employer would include your contributions in box 1 from your W-2. Whether you own a traditional or Roth 401(k), as long as you didnt take out any distributions, you dont have to do a thing on your federal or state return!

Is there a form for 401k contributions?

Luckily, you typically dont need to report your 401(k) contributions, 401(k) or IRA balances, or even investment returns to the Internal Revenue Service (IRS). As a result, you might not receive any tax forms from Guideline or any other retirement providers.

Do you add a 401k to a tax return?

401k contributions are made pre-tax. As such, they are not included in your taxable income. However, if a person takes distributions from their 401k, then by law that income has to be reported on their tax return in order to ensure that the correct amount of taxes will be paid.

401 k contribution form 2025

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How to modify 401 k contribution form in PDF format online

See more 401 k contribution form versions

Complete this form in 5 minutes or less

Got questions?

How do you report a 401k on a tax return?

Where do I enter my 401k contributions on my tax return?

Can I deduct 401k contributions on my taxes?

Should I receive a 1099-R for my 401k?

How do I find my 401k contribution on my W-2?

Key Facts about the SRSP 401(k) Contribution Form

Purpose of the Form

Minimum Contribution Amount

Catch-Up Contributions

Investment Options

Contribution Changes

Contact Information for Assistance

Record Keeping

Purpose of the Form

Minimum Contribution Amount

Catch-Up Contributions

Investment Options

Contribution Changes

Contact Information for Assistance

Record Keeping

Complete this form in 5 minutes or less

People also ask

How do I add 401k contributions to my taxes?

Is there a form for 401k contributions?

Do you add a 401k to a tax return?

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