Page 53 - Wages, Salaries and Other Earnings

Retirement Planning Services (RPS)

RPS

 Generally, don’t include the value of qualified

retirement planning services provided to you and your

spouse by your employer's qualified retirement plan.
R  Qualified services include retirement planning advice,

information about your employer's retirement plan,
P and information about how the plan may fit into your

overall individual retirement income plan.
S  You can’t exclude the value of any tax preparation,

accounting, legal, or brokerage services provided by

your employer.

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