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yankman1215
Returning Member

Retirement plan contributions in box 12a--those should not be counted as contributions under itemized deductions. Right?

 
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LindaA
Expert Alumni

Retirement plan contributions in box 12a--those should not be counted as contributions under itemized deductions. Right?

Correct. Retirement plan contributions reported in box 12 of your W-2 should only be entered on the W-2 screen. Depending on the plan, box 12 will have one of these upper-case letter codes and a contribution amount:

  • D: 401(k) plan
  • E: 403(b) plan
  • F: 408(k)(6) plan
  • G: 457(b) plan
  • S: 408(p) salary reduction SIMPLE retirement account
  • H: 501(c)(18)(D) plan
  • AA: Designated Roth contributions under a section 401(k) plan.
  • BB: Designated Roth contributions under a section 403(b) plan.
  • EE: Designated Roth contributions under governmental section 457(b) plan. This amount does not apply to contributions under a tax-exempt organization section 457(b) plan.


The FAQ below provides detailed instructions for entering W-2 box 12 codes and amounts in TurboTax.

How do I fill out the Box 12 information from my W-2?  https://ttlc.intuit.com/replies/4785646

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1 Reply
LindaA
Expert Alumni

Retirement plan contributions in box 12a--those should not be counted as contributions under itemized deductions. Right?

Correct. Retirement plan contributions reported in box 12 of your W-2 should only be entered on the W-2 screen. Depending on the plan, box 12 will have one of these upper-case letter codes and a contribution amount:

  • D: 401(k) plan
  • E: 403(b) plan
  • F: 408(k)(6) plan
  • G: 457(b) plan
  • S: 408(p) salary reduction SIMPLE retirement account
  • H: 501(c)(18)(D) plan
  • AA: Designated Roth contributions under a section 401(k) plan.
  • BB: Designated Roth contributions under a section 403(b) plan.
  • EE: Designated Roth contributions under governmental section 457(b) plan. This amount does not apply to contributions under a tax-exempt organization section 457(b) plan.


The FAQ below provides detailed instructions for entering W-2 box 12 codes and amounts in TurboTax.

How do I fill out the Box 12 information from my W-2?  https://ttlc.intuit.com/replies/4785646
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