@taxingfilerr wrote:
Thank you. A couple of things- I found out where this is addressed on the IRS website (https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-userra-and-sscra#D1), very bottom of page.
Issues with TurboTax:
1) I can only use dropdown selection even when in Forms view on the desktop software version, so I cannot put in the designated year for the separate D/401K contribution, I can only label as "D" (instead of D 21, like how it is reported on my W2 and like how the IRS is instructing you to fill out in the link)
2) I can go into the form view and just put in another line with D and the separate amount, but it triggers an error on my form. Am I allowed to eFile with this "error", or do I need to print it out and submit by mail?
Thank you!
Leave the 21 (or 20) off. That is the year the contribution was for and is for your information only. The W-2 form only allows the code (D) and dollar amount. Only enter the D and the dollar amount.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
