Box 13 check boxes

Use this procedure to identify retirement plan information for updating the W-2 Box 13 Retirement Plan Indicator and EFW2 RW retirement indicator.

Note: The year-end programs automatically update Box 13 for employees with deduction history on deductions with a pretax retirement Tax Status or a Roth Tax Status. Use this procedure if you have employees who contribute to a retirement plan with after-tax deductions or company-paid deductions.

Specify this information:

Retirement Deduction Class

Select the deduction class that shows the employer or employee contribution to an employee's retirement plan.

The year-end programs check for employee deduction history in the identified deduction class to control updating the Box 13 Retirement Plan.

Defined Benefit Or Defined Contribution Plan Type

To create a list of deduction codes tied to Benefit Plan DB/DC type plans, select this check box. The year-end programs check for employee deduction history in the identified deduction class to control updating the Box 13 Retirement Plan.