Retirement tax questions

Thanks!

 

Yes, it was paid in Dec 2021. It's odd because they included the lump sum payout from the nonqualified pension plan, just not the portion of my nq deferred comp I received.

 

I do plan on calling them, that's good advice, but I've tied out the numbers exactly and it's just not there so I expect it's a they-need-to-fix-it situation. It's odd because they included the lump sum payout from the nonqualified pension plan (I'm both the Box 1 total and as a line item in Box 11),  just not the portion of my nq deferred comp I received. Of course, they have different administrators (different websites) for the two programs, so a lack of consistency between the two isn't too surprising.