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Other questions
HI, I'm still confused. My client's financial advisor told me to add two sub-types to the Retirement Plans type - one for 401(k) and one for 401(k) Catch-up. They then said to take a flat monthly (pay period) amount for the 401(k) of $2,090.90 and a flat catch-up amount of $681.81. Based on what I am reading above, it doesn't look like I can do that. If that's the case, how do I deduct the monthly catch up amount?