Identifying retirement plan participants

If employees participated in an employer paid retirement plan, you can specify the after tax deduction class in the Box 13 Retirement Plan check box located at Payroll Administrator > Regulatory Reporting > Year End Reporting > Employee Configurable Fields.

Only identify employees who were in a retirement plan during the W-2 year. For example, if you create your W-2 forms for 2021 in January of 2022, only employees who were in a retirement plan in 2021 should be identified as such.

Only identify employees who require retirement plan information to be printed on their W-2 forms. Do not use this field to keep track of the employees in your retirement plan.

Note: If you do not specify information in the Box 13 Retirement Plan check box, W-2 Reporting does not look at benefit plan enrollments to determine if the W-2 Retirement Plan check box is selected. W-2 Reporting uses employee pretax deduction history to determine if amounts were contributed to a retirement plan. See the Infor HR Talent Benefits Management User Guide.

If an employee only made after tax contributions (or the employer contributions were made without employee pre-tax contributions), use the Box 13 Retirement Plan check box.

Do not use the Box 13 Retirement Plan check box if an employee participates pretax in one of these plans:
  • 401(k) or 7701(j)
  • 403(b)
  • SIMPLE retirement account
  • 408(k)(6)
  • 501(c)

HR Payroll automatically checks the retirement plan in Box 13 of the W-2 for these plans.