I have a IRA and a 401K which I can report in the "Enter the value in the parent’s tax deferred retirement, pension…
I also have a defined pension plan from my employer. Do I report this in the Parent has another retirement plan? Should I include a value - I don’t get a statement but can go and run a pension benefit calculation to take a lump sum if I were to retire today.
I am submitting the CSS today and this is the last hurdle!
Thanks!