topic Re: Retirement Plan not checked on W2s in Community Forum

Retirement Plan not checked on W2s

kcrable — Sun, 18 Jan 2026 21:38:11 GMT

Anyone else notice that the retirement plan box on the W2s is not checked for some employees where it should be? Thought others might need to check their W2s as well

Re: Retirement Plan not checked on W2s

betty954bell — Tue, 20 Jan 2026 05:01:41 GMT

It is a common error that usually occurs when payroll software isn't synced with 401(k) contributions. If you or your employer contributed to a plan during the year, Box 13 must be checked to ensure you follow IRS eligibility rules for traditional IRA tax deductions.

You should notify your HR or payroll department immediately to request a Form W-2c (Corrected Wage and Tax Statement).

Re: Retirement Plan not checked on W2s

kcrable — Tue, 20 Jan 2026 12:06:27 GMT

I am preparing the w2s. As a PA public school district withholding PSERS, almost all staff have retirement withheld.

Re: Retirement Plan not checked on W2s

mscott3 — Tue, 20 Jan 2026 19:18:18 GMT

Hello!

check your w2 definition screen. We noticed when we started to get the setup that for some reason that field was removed. It then caused the "X" to be missing when we ran the w2 process. We redefined the item and it showed up perfectly fine.

Re: Retirement Plan not checked on W2s

kcrable — Tue, 20 Jan 2026 19:25:00 GMT

Do you mean the Set Up Employer records on the W2 processing screen? It is appearing on some W2s but not all - which is confusing to me

thanks

Re: Retirement Plan not checked on W2s

mscott3 — Tue, 20 Jan 2026 19:27:02 GMT

you need to work with your payroll / IT department for your powerschool product. Afterwards you should open a ticket. Because its dealing with year end process they should be extremely fast on answering you.