Tom,
Thank you for sharing your expertise. I'm in this situation as well. What would be the reason on Schedule X form? I'm leaning towards "M - Other" then add extra notes that employer issued a corrected W2 where Box 13 (retirement plan) is checked. Any thoughts?
Check all that apply:
a Protective claim for refund
b Reservation source income adjustments
c Pass-through entity adjustments
d Federal audit and/or adjustments
e FTB audit contact
f NOL carryback See instructions
g Error on original return
h Credit adjustment
i Earned income tax credit
j Disaster loss
k Military HR 100
l Informal claim
m Other
2 Provide further explanation of reason(s) for amending below If needed, attach a separate sheet that includes your name
