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W2 Missing HSA, Cafeteria Plan, and State Pension

Hi,

 

Same employer, but they moved to new payroll software.

This year, box 12 no longer has my HSA contributions (coded "w" in past years).

Box 14 previously had our Cafeteria 125 Plan, and our pension contributions (Teacher Retirement of Texas). Box 14 is totally blank this year

I emailed payroll, and their answer was very vague on why they're no longer there, and basically said it's their discretion to put these three items on the  W2, and that I can get all that missing info off my last check stub for 2024.

Google has been giving me confliction information, so......thoughts? 


Thanks! 

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4 Replies
MaryK4
Employee Tax Expert

W2 Missing HSA, Cafeteria Plan, and State Pension

The Box 12 HSA contribution must be reported to you on the W2.  The Box 14 amounts are optional.  

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W2 Missing HSA, Cafeteria Plan, and State Pension

That confirms what I was thinking.

 

Not sure how to go about getting this corrected. My wife works for the same employer, and is also missing her HSA contributions, so it's not just a glitch on mine.

 

Thanks

MindyB
Employee Tax Expert

W2 Missing HSA, Cafeteria Plan, and State Pension

I suggest you go back to payroll and let them know you are in need of a corrected W-2. ‌You need this information reported to you on Box 12, and per the IRS instructions, they must report it. 

 

You can provide the IRS 2024 General Instructions for Forms W-2 and W-3.  Per page 13 of the instructions, you (meaning the employer) "must report all employer contributions (including an employee's contributions through a cafeteria plan) to an HSA in box 12 of Form W-2 with code W."

W2 Missing HSA, Cafeteria Plan, and State Pension

Thank you so much for the link and telling me exactly what to direct them to.

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