dmertz
Level 15

Retirement tax questions

Forms 1099-R report distributions from retirement plans, not contributions to retirement plans.  If you received a distribution from a SIMPLE plan, it must be reported on your tax return by entering the Form 1099-R reporting the distribution.

 

Your contributions to the SIMPLE plan are shown in box 12 of your W-2.  Enter amounts shown in box 12 of your W-2 only in box 12 of TurboTax's W-2 form, nowhere else in TurboTax.  Employer contributions to the SIMPLE plan are not reported anywhere on your tax return.