Kurt_M
Moderator

Other questions

Hello there, @Staceyb2024. We'll share details about adjustments with Simple IRA and Secure 2.0 inside QuickBooks Online (QBO).

 

We can see the relevance of having the option to adjust Simple IRA to your required amount and percentage. Upon checking here on our end, the feature is still unavailable, and we can't provide an exact time frame for the implementation. Since there's no option to accomplish this feat, we recommend consulting with your Tax ProAdvisor so they can guide you on how to track the change outside QBO.

 

Additionally, you can check this page to help you manage contributions inside QBO: Set up or change a retirement plan.

 

Feel free to visit us here in the Community space if you need assistance managing employee contributions or have any questions related to QuickBooks. We'll be here to help you out anytime. Stay safe, and have a good one.