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Do I need to include a standard W-2 that was sent to me to record SS taxes and Medicare taxes paid on my behalf for the present value of a non-qualified pension plan?

 
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4 Replies

Do I need to include a standard W-2 that was sent to me to record SS taxes and Medicare taxes paid on my behalf for the present value of a non-qualified pension plan?

Yes.

Do I need to include a standard W-2 that was sent to me to record SS taxes and Medicare taxes paid on my behalf for the present value of a non-qualified pension plan?

When I asked the company, they told me the W-2 was for my records regarding their payment of my FICA and Medicare taxes and that I should not include it.  If I include it I will get nearly all the tax payment back.  They are recovering this tax payment from my pension payments for multiple years. They sent me a schedule for the withholdings.

Do I need to include a standard W-2 that was sent to me to record SS taxes and Medicare taxes paid on my behalf for the present value of a non-qualified pension plan?

Then follow the company advice.  It's just that the IRS will likely send you an inquiry as to why the W-2 was not included in your filing.

Do I need to include a standard W-2 that was sent to me to record SS taxes and Medicare taxes paid on my behalf for the present value of a non-qualified pension plan?

The W-2 only has information in boxes 3 - 4 and 5 - 6.  

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