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Level 2
posted Jun 6, 2019 1:17:21 AM

Is a nonqualified deferred compensation distribution a nonqualified 'pension' plan?

I have a W-2 Wage and Tax Statement that has an amount in box 11 ( Nonqualified Plan).  No amounts in boxes 3,4,5,or 6.There is a question on Turbotax if this amount is a distribution from a Nonqualified 'Pension' plan.

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1 Best answer
Intuit Alumni
Jun 6, 2019 1:17:22 AM

Yes, the amount reported in Box 11 Form W-2 is a distribution from a Nonqualified 'pension' plan.

Box 11 is used to report amounts distributed to you from your employer's non-qualified deferred compensation plan this amount is taxable.

9 Replies
Intuit Alumni
Jun 6, 2019 1:17:22 AM

Yes, the amount reported in Box 11 Form W-2 is a distribution from a Nonqualified 'pension' plan.

Box 11 is used to report amounts distributed to you from your employer's non-qualified deferred compensation plan this amount is taxable.

New Member
Jun 16, 2021 4:12:12 PM

Ok, but how do you set that up in QB to process and report properly?

Level 15
Jun 16, 2021 5:27:49 PM

QB is for business use  and not for personal income record keeping. 

Level 15
Jun 16, 2021 5:35:09 PM

Are you preparing a W2 to give to your employee?

New Member
Jun 17, 2021 6:54:05 AM

Yes I am.  However, I do not see in QB Desktop how to create a pay item so that it will populate the W2 correctly.  We are taking into account the special timing rule to pay the FICA taxes all in 2021.

New Member
Jun 17, 2021 6:55:32 AM

Critter-3.  I am using it for business purposes.  

Level 15
Jun 17, 2021 7:02:39 AM

OK ... so you are using QB to complete Business filings for payroll  then you need to talk to QB  and  not post on the TT forum.     https://quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us

 

 

New Member
Jun 17, 2021 7:05:01 AM

thanks for that information.  When I was doing as search - TT is the only thing that popped up that even addressed the issue.

Level 15
Jun 17, 2021 7:06:33 AM

Use the QB program help option to see what to do in the QB program and/or contact QB support.