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Level 1
posted Apr 9, 2023 3:36:54 PM

How to enter multiple entries for Box 12 AA, D and W?

I moved 2 times to different states..(so resided in three states total in 2022 - WI > NC > GA). And switched Job as well after my last move to GA.. 
Got an extended W2 from my first job and that has got multiple AA, D and W amounts to enter. When I enter multiple AA, D and W entries manually in turbotax, it is complaining to not have multiple entries.. By default W2 import only imports one entry for each AA, D and W entries..

0 4 708
4 Replies
Expert Alumni
Apr 9, 2023 5:59:05 PM

You should try to combine the entries on one W2, then delete from the others.

 

  • AA – Designated Roth contributions under a 401(k) plan. Roth contributions are not deductible; however, you may be able to claim the Saver’s Credit, Form 1040 Schedule 3, line 4. See Form 1040 Instructions for details.
  • D – Elective deferral under a Section 401(k) cash or arrangement plan. This includes a SIMPLE 401(k) arrangement. You may be able to claim the Saver’s Credit, Form 1040 Schedule 3, line 4. See Form 1040 Instructions for details.
  • W – Employer contributions (including amounts the employee elected to contribute using a Section 125 cafeteria plan) to your health savings account (HSA). (Not included in Box 1, 3, or 5.) Report on Form 8889, Health Savings Accounts (HSAs).

Level 1
Apr 9, 2023 7:03:19 PM

To confirm .. by combining , you mean add the amount of multiple AA entries and put the total value in the turbotax's AA box.. (do same for D and W)?
There is nothing to delete from others, because these multiple AA, D and W entries are in the same W2.. 

Expert Alumni
Apr 10, 2023 5:29:06 AM

If you worked in several states for the same employer, you would get multiple W-2s with different state information. Depending on your payroll service, you may have duplicate federal or no federal information on the separate state W-2s.

 

AA, D, and W are all federal information. Are the amounts the same or different? If the amounts are the same, enter only one W-2 for your employer with one set of Box 12 entries (because you have duplicates) and multiple rows in Boxes 15-20 for each state.

 

It’s possible you will have to add all your AA amounts together and enter the total in one box (and do the same with D and W). Check with your employer first to verify the totals for the year should be the combined amounts for each category as what you are describing is very unusual.

Level 1
Apr 10, 2023 6:16:45 AM

You are correct. (And I stand corrected.. I should have said different w2 from same employer in my earlier comments).

These are separate w2 from the same employer representing info from different states. 
The AA, W and D amounts are different in them., so looks like I just need to add the amount and enter as 1 value (do the same for W and D).

I can check with the employer as well as you suggested.