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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.
‎February 9, 2022
1:38 PM