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February 26, 2024
Question

W-2 Box 11 non-qualified plan

  • February 26, 2024
  • 1 reply
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I have been using turbotax for some years with no issue.  I receive a W-2 from a non qualified pension plan.  They list an amount in Box ! and Box 11, the same amount.  They don't have any state information in Box 15 including State ID, Employer State ID or anything in Box 16.  When I put this in and select that this is distribution from my plan, it is asking for State information.  If I fill in CA and the amount, the form gets flagged as an error during final checks.  The error says "non qualified distribution state id does not match with any states entered in box 15.  First year this has happened.   If I check the box for contribution, it goes through fine and puts the amount as wages in line 1 of my 1040.  Even though it is included in taxable income as it should be I am not sure this is correct.  But I am stuck for now.

    1 reply

    February 27, 2024

    You should be OK with what you describe. As long as the wages are correct on line 1 of your Form 1040, that income should flow down to the California return. You can review your state tax summary to see if the income is correctly stated as follows:

     

    While working on your state tax return in TurboTax:

     

    1. Choose Tax Tools from your left menu bar in TurboTax Online
    2. Choose Tools
    3. Choose View Tax Summary
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