October 31, 2025

Retirement Plan Checkbox on Form W-2 (Wage and Tax Statement) for Tax Year 2025

On October 29, 2025, the Office of the New York State Comptroller issued State Agencies Bulletin No. 2377 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