Solved: My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?
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My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?

 
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Level 15

My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?

X in the box just means that the company has a retirement plan. If he contributed to it, there would be an amount in box 12 with code D.

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Level 15

My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?

X in the box just means that the company has a retirement plan. If he contributed to it, there would be an amount in box 12 with code D.

View solution in original post

Level 15

My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?

others have replied here that the answer is Yes. But I agree with Roger
Level 15

My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?

Box 13 says that he is an "active percipient" in a employee retirement plan  for any tax year that the employee *OR* employee contributed to the plan.   Employer contributions will not be on the W-2 in box 12. It is possible for there to be an employer contribution and no employee contribution so nothing would be on box 12, but box 13 would still be checked.  
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 15

My husband has a X on the Ret. Plan on his W-2. Does that mean he contributed to the retirement plan?

The X in box 13 Retirement plan of your husband's 2018 W-2 indicates that additions were made to your husband's workplace retirement plan for the plan year ending in 2018.  Even if your husband made no elective deferrals or Roth contributions to the employer's plan, additions can result from employer contributions or forfeitures by other employees of unvested portions of employer contributions were deposited into this account.  Workplace retirement coverage can also result if the employer provides a pension plan.

If no additions were made for the plan year ending in 2018, box 13 Retirement plan should not be marked.  Plan can have a fiscal year rather than a calendar year, so it can be a bit tricky to match up the timing of additions with the individual's tax year.

The marking of box 13 Retirement plan only potentially affects deductibility of traditional IRA contributions.

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