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iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 3:52 am
by Roger Van Zant
Where do you enter the amount you have paid to your iDeCo account on the 年末調整 forms?
I got the postcard from the iDeCo people recently, and will be filling in the forms at work in the coming week.
I have never done this before, so would appreciate it if someone could offer some help.
A screenshot, for example, of a completed form would be appreciated.
Thanks.
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 4:24 am
by adamu
https://retirewiki.jp/wiki/IDeCo#End_of ... Adjustment 
No picture though, that would be a good improvement. Thanks for the idea.
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 4:52 am
by Roger Van Zant
Yeah, I read that article too.
A picture would be useful!
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 5:23 am
by adamu
Added a picture, along with links to downloadable forms.
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 5:43 am
by Roger Van Zant
adamu wrote: ↑Wed Nov 17, 2021 5:23 am
Added a picture, along with links to downloadable forms.
Much appreciated!
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 8:09 am
by bryanc
greatly appreciated!everyone working on this,is doing a great service.
one question-i have not recvd any postcard..is it because i only started this yr?(aug?) does that mean i cannot apply if its not for a full yr?
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 8:21 am
by Beaglehound
bryanc wrote: ↑Wed Nov 17, 2021 8:09 am
greatly appreciated!everyone working on this,is doing a great service.
one question-i have not recvd any postcard..is it because i only started this yr?(aug?) does that mean i cannot apply if its not for a full yr?
I started in July and got a postcard a couple of weeks back. Maybe yours is coming soon…?
Re: iDeCo contribution on 年末調整 forms
Posted: Wed Nov 17, 2021 10:41 am
by bryanc
recvd today!eerie indeed
are they reading the forum?
Re: iDeCo contribution on 年末調整 forms
Posted: Thu Feb 03, 2022 3:17 am
by bryanc
sorry to jump in on this-my wife also started ideco thanks to everyones help..however,she started very late last yr and didnt get in time for the nenmatsu chousei..we are going to enter an additional shinkoku now together with furusato nouzei and medical bills,can you advise where the ideco has to be written in?thanks
Re: iDeCo contribution on 年末調整 forms
Posted: Thu Feb 03, 2022 3:58 am
by Tkydon
Tkydon wrote: ↑Thu Feb 03, 2022 3:55 am
https://www.nta.go.jp/taxes/shiraberu/s ... df/050.pdf
Pages 28-30
Form B - Page 1 - Item 14
Form B - Page 2 - Item 14
You should have received a postcard from you iDECO Provider with the numbers on it for 2021.
Sum any ① premiums paid under the mutual aid contract based on the provisions of the Small Enterprise Mutual Relief Projects Act (excluding
former second class mutual aid contract),or with ② corporate pension premiums and personal pension premiums based on the Defined Contribution Pension Act (such as premiums for iDeCo) or ③ Mentally Retarded Persons Mutual Aid Programs operated by local government.
I assume it's only
② corporate pension premiums and personal pension premiums based on the Defined Contribution Pension Act (such as premiums for iDeCo)
Form B - Page 1 - Item 14 小規模企業共済等掛金控除
Enter Total Premiums Paid here
Form B - Page 2 - Item 14 小規模企業共済等掛金控除
Enter the type of premium in the field of “Type of insurance premiums, etc.” 保 険 料 等 の 種 類 column, and the amount of premiums by type you have paid in the field of “Total of insurance premiums, etc. paid” 支払保険料等の計 column in the block “⑭ deduction for small business
mutual aid premiums,” 小規模企業共済等掛金控除, and if there is any amount to which this deduction has not been applied at the year-end
adjustment among the amounts you have entered in the field of “Total of insurance premiums, etc. paid,” write
that amount in the field of “Other than year-end adjustment” うち年末調整等以外 column.
If an employment income earner enters the amount to which this deduction has been already applied at the year end
adjustment, write “for withholding” in the field of “Type of insurance premiums, etc.”
If you took this deduction without adjustment, the amount will be written in brackets in the block of “Amount of social security premiums, etc.” of the withholding tax statement.
Form B - Page 1 - Item 25 ⑬から㉔までの計
Sum the numbers from Items 13 to 24, and enter the total number in Item 25.
