Form W-2

Forum|Forum|2 years ago
January 19, 2024
1 reply
14 views

There is a form error in TurboTax Premier 2023 desktop version on Form W-2. The amount in Box 11 Non-qualified plans is correct and matches the amount in Box 11 distributions from Section 457, but the error states the amount in the State Allocation (11b) does not match. The state ID (11a) is correct and the amount is the same as the other two amounts in box 11. All three amounts were automatically posted on the form when I entered the W-2 information through EasyStep.

The W-2 includes both non-statutory stock plan and non-qualified plan income.

Willie52Author

Level 2

The extra fields in Box 11 for the Sec. 457 and non-qualified plans State Allocation were not included in last year's TurboTax Premier desktop version for Macs.

LeticiaF1

Level 12

If you are still getting an error, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.

If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up that says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

Here are the instructions if you are using TurboTax CD/Download:

Click on Online in the top left menu of TurboTax CD/Download for Windows
Select 'Send Tax File to Agent'
Write down or send an image of your token number then place it in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

Willie52Author

Level 2

I am using the desktop version, so there is no tools menu on the left. I am attaching a photo of box 11. Here is the error message at the bottom of the form:

"From W-2 (xxx): Nonqualified Distribution (State Amount) - The total amount of Sect. 457 state distributions does not match with the amount of Sect. 457 distributions reported on the federal return. Adjust the state entries as need."

As I wrote in the original posting, TurboTax automatically populated the fields in box 11. You will see in the photo the amounts match.