dmertz
Level 15

Retirement tax questions

Box 13 Retirement plan is only to be marked if additions were made to the employees retirement account for the plan year ending with or within the individual's tax year.  Simply being eligible to contribute does not constitute being an active participant as long as no such additions are made and box 13 Retirement plan should not be marked.

 

Additions are employee contributions, employer contributions and amounts added as a result of forfeitures by other plan participants due to vesting failures.