November 7, 2023

Retirement Plan Checkbox on Form W-2 (Wage and Tax Statement) for Tax Year 2023

Retirement Plan Checkbox on Form W-2 (Wage and Tax Statement) for Tax Year 2023

On November 3, 2023, the State Office of the Comptroller issued Payroll Bulletin No. 2167 to explain why the Retirement Plan checkbox in Box 13 of Form W-2 must be checked for most employees and left unchecked for others.

Read the Full Bulletin