Question

W-2 Box 14 code PRETXH no category code accepted on NYS tax form

Forum|Forum|1 year ago
February 10, 2025
3 replies
0 views

I have an entry on my W-2 in Box 14 labeled as PRETXH. I spoke w/ my employer and was told that this represents the amount withheld pre-tax for my contribution toward my medical insurance. When entering this information into my New York State return, it requires a category. There is no category in the drop down that appropriate and NYS will not accept "Other"

TurboTax Home & Biz Windows

AmyC

Employee

Pretax medical is IRC 125 and would be NY tax exempt. Select that on the W2 box 14 screen.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Z

z2imAuthor

When I select NY IRC 125/SEC 18 NY tax exempt, I receive the error message:

"Form W-2 (<employer>) Box 14 identification - NYS does not allow the description selected for NY public employee retirement contribution code entered (ERS, NYRET, RET, NYSERS). To e-file successfully you must choose either "NY IRC 414H Subject to NY tax' or 'NY IRC 414H NY tax exempt' from the picklist"

I am not a public employee

M

madjag

I got the same error for entering EERETIREDED in Box 14 for retirement contributions. I think the issue is that for some reason, Turbo Tax reads the "RET" in my description as the NYS Public employees retirement system, even though I am not a NYS employee. When I removed the "T" from the description, the error cleared.

I never had this problem in the past with this description and using "Other"; not sure why this is happening this year, but seems to be a program/code issue with TurboTax.

Z

z2imAuthor

I reviewed my 2023 income tax return and my 2023 W-2 issued by the same employer. The category code "Other (not classified)" was selected and accepted for the PRETXH code in Box 14. This appears to be an issue (defect) with TurboTax software.

Z

z2imAuthor

This is clearly a defect in the TurboTax software. How can this be reported so that resolution is provided? I don't find any phone numbers or email addresses by which to report this issue.