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Completing the W-2 for Retirement Contributions

Date: December 28, 2020

To prepare W-2s for our church employees, where does retirement contribution information go?

Download this one-page guide that explains the different types of contributions, along with whether and how to report them properly.

The Basics: Always check the Retirement Plan in Box 13. Do not show the amount for employER contributions. Do show the amount(s) and code(s) for employEE salary deferral contributions in Box 12.