Question

My W2 has no income and no tax withheld?

Forum|Forum|6 years ago
March 6, 2020
1 reply
0 views

I am retired from a job for which I receive retiree health benefits. I received a W2 with only the cost of those benefits listed on the W2, no income, no taxes withheld. This appears to prevent me from e-filing my federal return. I also received a 1099R for the income I am paid for my retirement, which I, of course, do enter. Am I "required" to enter that W2 even though it has no affect on my income or tax liability?

TurboTax Home & Biz Windows

I

Irene2805

No -- You don't have to include that W-2 in your return. Your employer didn't need to issue it.

According to the IRS website, "An employer is not required to issue a Form W-2 solely to report the value of the health care coverage for retirees or other employees or former employees to whom the employer would not otherwise provide a Form W-2." https://www.irs.gov/affordable-care-act/form-w-2-reporting-of-employer-sponsored-health-coverage