How_do_I_show_an_employee_has_a_retirement_plan_on_the_W_2_Form_

How do I show an employee has a retirement plan on the W-2 Form?

Update the employee's W-2 Form with a retirement plan. A W-2 Form is the form that an employer sends to the employee and the IRS at the end of the year. The W-2 Form reports the employee's annual wages and taxes withheld from the employee's paycheck. Use Include on W-2 Form to select the checkboxes that will be selected on the employee's W-2 Form. Use the instructions on the W-2 Form at irs.gov to determine how to fill in this section.

You can use the W-2 Form options in the employee's record to report the qualified retirement form on the employee's W-2 Form.

 

Showing an employee has a qualified retirement plan

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the field titled Employee to enter the employee name or number. Press Enter.

3. Click to select the Job tab.

4. Click to select the Job subtab.

5. Find the section titled Include on W-2 Form.

6. Click to select the checkbox titled Retirement Plan.

Payroll reports the employee as an employee who has a qualified retirement plan on the employee's W-2 Form.

 

 

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