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Reporting 403(b) (tax-sheltered annuity) plan contributions in TaxAct
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In most cases, you don't need to report your contributions to a tax-sheltered annuity plan, also known as a 403(b) plan, on your tax return. Typically, these contributions are paid by your employer and appear on your W2 form. There are, however, a few exceptions to this rule:
  • You must report any Roth contributions on your return.
  • If you're a self-employed minister, you must report the total of your 403(b) contributions as a deduction on your return.
  • If you're a chaplain, and your employer doesn't exclude 403(b) contributions from your earned income, you may be able to deduct those contributions on your return. If your employer has excluded 403(b) from your earned income, you may not claim a deduction for these contributions.

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If you meet the conditions above, you can report your contributions to a tax-sheltered annuity (403(b)) plan in TaxAct.
  1. Sign in to your TaxAct account, then click the My Tax Returns tile.
  2. Locate the relevant return, then click Open Return in the Actions column for that return.
  3. In the left navigation bar, click Federal.
  4. In the Federal Quick Q&A Topics panel, click Other Adjustments, then click Other adjustments.
  5. Scroll down, then enter the appropriate figure in the Contributions by certain chaplains to a 403(b) plan field.
  6. Click Continue. TaxAct will include this information on your return.