Retirement tax questions

No...don't mail it...that can take months to get processed by the IRS...come back later and go thru that W-2 section again.

 

A January IRS change in some of the regulations appear to require that TTX change the software to deal with that box 12 Code S in some way, that isn't obvious Yet.

 

The First Friday in Feb, Edit that W-2 and step thru the entries for it again to see if the software still complains.  If it does.....wait a week and try again later until whatever the hangup is gets worked out. (i.e. we don't know when the changes will be implemented....nor what is really involved)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*