@tax052020 wrote:
CYC had the money $166 with them all these years, not accounted for. UMB reported what they actually received i.e. $6333.xx and my W2 Box 12 code W shows the same amount. I can ask my payroll whether they input value in Box 12 based on UMB input or whether they do their own calculation. From what it appears, it seems like they went with what UMB would've reported.
It doesn't really matter at this point. What is curious to me is that your employer withheld $6500 from your pay, but put $6333 on your W-2 in box 12. Somehow the bank provided the correct contribution amount and that overrode the employer's own records and the CYC records when it came to preparing the W-2. It's very curious.
Pay tax on the interest and bonus payment and forget about the rest. I wouldn't even consider it needed to prove you spent that $166 for medical expenses since (a) you probably paid income tax on it already in box 1 of your 2016 W-2, and (b) even if you didn't, it's past the statute of limitations.
