Retirement tax questions

Yes, your employer is correct in stating that these are taxes that they pay for the employee to the IRS but the amount should have been reported in Box 2. You will need to request your employer issue you a corrected W2 so that you will receive credit for your withholding taxes paid.

If you do not get a corrected W2 from the employer, you will need to enter a substitute W2 in your program. Here are the steps add the substitute W2..

1. Open or continue your return.
2. Navigate to the W-2 section:
   • TurboTax Online/Mobile: Go to W-2.
   • TurboTax Desktop: Search for W-2 and select the Jump to w-2 link.
3. Fill out your W-2 using the information from your last pay stub.
4. Answer any questions until you get to Let's check for uncommon situations.
5. Check the box next to Didn't get a W-2 and select Continue.
6. On the Let's check if you need a substitute W-2 screen, select Yes then Continue.
7. Answer the follow-up questions. Select Print to download and print your IRS Form 4852.

I suggest adding up all the federal tax withheld and place the amount in Box 2.  You may get audited but if you do, save all of the stubs and explain to the IRS that your employer did not include your withholdings on your W2 and refuse to issue you a corrected W2.

When determining your federal tax withheld, do not include social security taxes or Medicare taxes.  These would be listed in Boxes 4 and 6 in the W2 form in your return.

[Edited 01/24/24|12:41 pm PST]