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January 29, 2025
Question

How do I report a bug I found on the 2024 Deluxe product? On the W-2 field 12 S contribution under Simple plan is treated as Roth Simple plan contribution.

  • January 29, 2025
  • 1 reply
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    1 reply

    JohnB5677
    January 29, 2025

    What code is in box 12 of your W-2?

    • It should be AA, BB or FF
    • These are the codes for a ROTH contribution
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    January 30, 2025

    I used code S for Simple, which isn't a Roth.  It keeps treating this amount as a Roth IRA.

    February 1, 2025

    there is still a bug.  The Simple IRA amount (Code S) entered on the W-2  form is included in the 2024 Taxpayer Roth IRA contributions on the IRA information worksheet.  This isn't a Roth contribution and shouldn't be treated as such.