Retirement tax questions


@SJK2 wrote:

One is for a phone reimbursement.  The other is for a medical reimbursement. These are part of our pension benefit package.  Should they be putting the 2 amounts on one W2 each year?


All compensation you are due from working should be on a single W-2.  If these benefits are considered reimbursement, the company needs to consolidate them and issue a single corrected W-2 (for each spouse, I guess).

 

If you have a 1099-R for a pension, that's separate.  But if you are getting a 1099-MISC or 1099-NEC for other benefit payments, that should also be on the W-2 in most cases, although there are a couple of exceptions I can think of.