Can't Import Non Qualified Pension Plan W-2 into 2022 TT Premier.

cmjinusa · ‎February 4, 2023

I live in Texas. Since 2017, my first year I received a W-2 for my Non Qualified Pension Plan, I have been able to import that W-2 (not 1099-R) into TurboTax Premier. This year, 2022 TT Premier Version, does not recognize the W-2 when I tried to import it. All of the W-2 information "NON-QUALIFIED PENSION PLAN" is identical to every other year (2017 - 2021), nothing has changed. Same boxes, "b" , "1" , "11" , "16" , "15" & "17" have the same information - every year. In addition, I tried to manually enter it and now I am in a continuous "REVIEW" loop. Any thoughts on what is happening??

SteamTrain · ‎February 4, 2023

The only thing I can think of, is to delete the remaining, partially-entered W-2 form from that employer entirely....and try putting in manually again.

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Why you can't import, when you could before?....perhaps the employer is not providing the specially-formatted tax import files that they did in prior years....or they don't have them ready yet.

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Are you using Desktop or Online software to enter it?......The "Online" software is behaving very strangely this year for some forms that carried into the 2023 tax software from last year.......best to delete the form entirely....and try to enter manually again.

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

cmjinusa · ‎February 5, 2023

Good Morning StreamTrain & Thank You For The Suggestions, I am using the Windows DeskTop Version of 2022 TT Premier. I did try erasing everything and manually re-enter it .... Same " Review " message. I'm going to reach out to the W-2 Pension Document provider and see if I can get confirmation that they have updated Intuit TurboTax with the latest Employer's EIN, etc. Enjoy the rest of your weekend. Thanks Again 🙂