topic Re: 403b Question in Retirement tax questions

403b Question

cwsimmons0516 — Wed, 19 Feb 2025 14:53:44 GMT

My company had a 403b plan that I never contributed to but the company did. I left the job in August 2024. My W2 form Box 13 is blank. Can this be right? Or should I contact my previous employer?

Re: 403b Question

xmasbaby0 — Wed, 19 Feb 2025 15:09:22 GMT

Contact the employer.

Re: 403b Question

dmertz — Wed, 19 Feb 2025 15:25:53 GMT

Whether or not the W-2 is correct depends on the plan year for which the employer contributions you mentioned were made. If no employee or employer contributions were made to your 403(b) account for the plan year ending in 2024, box 13 Retirement plan should not be marked on your W-2.

Re: 403b Question

cwsimmons0516 — Wed, 19 Feb 2025 15:44:55 GMT

Good point, but it gets even more complicated. I worked there from April 2023 to August 2024. Never made a contribution but there’s over $3,500 in my account. W2 Box 13 for both 2023 and 2024 is blank. So I don’t think it can be an issue around plan year.

Re: 403b Question

dmertz — Wed, 19 Feb 2025 21:46:26 GMT

"I don’t think it can be an issue around plan year. "

I agree.