David Posted April 10, 2017 Report Share Posted April 10, 2017 I have two retirees who received a W-2 with an amount only in box 12a with code DD. No other boxes have amounts. Of course, this is for health insurance benefits they received. I am getting an error message saying that the return can't be e-filed because there is no amount in box 1 or other W-2 information. I am thinking that I don't really need to include the W-2 in the client's tax return and then I can e-file. Has anyone ran into this situation and do you see a problem if I leave out the W-2? Thanks. Quote Link to comment Share on other sites More sharing options...
Possi Posted April 10, 2017 Report Share Posted April 10, 2017 2 options I see. Pop $1 in box 1 or delete the W2 (which is what I would do). 2 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted April 10, 2017 Report Share Posted April 10, 2017 I don't enter these W-2s. The DD is informational only, so without any taxable wages to report, there really isn't a reason to input into the return. 5 Quote Link to comment Share on other sites More sharing options...
David Posted April 10, 2017 Author Report Share Posted April 10, 2017 Thanks for taking the time to respond. I know you're slammed like I am. 2 Quote Link to comment Share on other sites More sharing options...
Roberts Posted April 10, 2017 Report Share Posted April 10, 2017 I have a client who has the exact same thing except it's for D - retirement plan contribution. I put $1 in box 1. I wouldn't leave out the W2 only because it could generate a letter from the IRS and then I'd have to explain why I didn't include it. Quote Link to comment Share on other sites More sharing options...
Richcpaman Posted April 10, 2017 Report Share Posted April 10, 2017 18 minutes ago, Roberts said: I have a client who has the exact same thing except it's for D - retirement plan contribution. I put $1 in box 1. I wouldn't leave out the W2 only because it could generate a letter from the IRS and then I'd have to explain why I didn't include it. Roberts: How can they make a 401(k) contribution if they are not working and earning wages from the company? 1 Quote Link to comment Share on other sites More sharing options...
Roberts Posted April 11, 2017 Report Share Posted April 11, 2017 The same company provides her with the W2 and a K1 with guaranteed payments. Quote Link to comment Share on other sites More sharing options...
Pacun Posted April 11, 2017 Report Share Posted April 11, 2017 That W-2 was issued for the convenience of the employer. (I like that term). The employer is the one deducting that amount, which is not taxable to the person receiving the DD. The only place you enter this information the TP's return is when you check the box "did you have health insurance". So, I would live that W-2 out. Quote Link to comment Share on other sites More sharing options...
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