Get your taxes done using TurboTax

I have found the area in the program that I believe is causing the confusion. 

New this year is the ability for some participants of SIMPLE  plans to designate contributions as Roth after-tax contributions.  However, there isn't a new code for that to report on the Form W-2.   Therefore, both pre-tax and post-tax contributions to SIMPLE plans will be represented by this code "S". 

After the W-2 is entered, you should get to a screen that asks for additional information.  The screen will read "Tell us more about your retirement contributions" and look like this:

An entry on this screen then transfers to the "S: Enter amount attributable to Roth" screen in the TurboTax worksheet for the Form W-2. 

This screen should show the full entry from the W-2 code S on the left under the Box 12 Column and then any amount entered on the screen described above in the "If Box 12 code is:" column, which is user input data telling TurboTax to treat these entries differently.

In my example shown above the Box 12 Code "S" amount is $5,000 and the amount entered in answer to the question "Tell us more about your retirement contributions" box for Roth SIMPLE IRA is $500.  

This would indicate that I had $4,500 of pre-tax SIMPLE contributions and $500 in after-tax Roth contributions.

If you are seeing the same numbers in both, but did not designate any of your SIMPLE contributions as Roth, edit your W-2, and update the answer to that follow up question or simply update the amount directly on the W-2 worksheet to be the correct amount beside the line S:Enter the amount attributable to Roth SIMPLE.