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Retirement tax questions
Thanks for your reply. Neither is a corrected form. The one from the retirement plan administrator (ie a financial institution) has boxes 1, 2, 11, 16 and 17 filled out. The other, from the employer, has boxes, 3, 4, 5 and 6 filled out. The plan administrator rep said that the employer often reports the FICA taxes separately; she said to ask Turbo Tax. Of course there are different addresses and employer state ID numbers, which would make it difficult to combine and report as one W-2. Any thoughts?
‎June 15, 2020
11:54 AM