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Retirement tax questions
Hey, macuser_22. Thanks for the reply. I'm helping our treasurer to fill out the Form W-2, so we are "the issuer." We know both amounts (the pre-tax 403(b) and the Roth 403(b)) need to reported, but as stated previously, the Turbo Tax program (Home Business 2018) does not even have a code "BB" to report the Roth 403(b). It only shows code "E" for the pre-tax. And yes, we checked the "show more options" tab, which didn't have code "BB," either. I'm wondering if we should just list the total for both funds under code E, and then specify each code, description, and amount in Box 14. I would have thought that Turbo Tax would have made this easier. Am I missing something?
May 31, 2019
9:06 PM