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Posted

We have a client setting up a Mega Backdoor Roth contribution in his 401(k) Plan.  The question is, does that contribution need to show up on his W2?  I didn't think so, but I wanted to confirm.

Thank you in advance!

Posted

VATs may but need not be reported on W2. Just answered this for a client this morning. Google is a wonderful thing.

Generally, according to the instructions to IRS Form W-2, Wage and Tax Statement, an employer may, but is not required to, report non-Roth, after-tax contributions on Form W-2 in Box 14.

Kenneth M. Prell, CEBS, ERPA

Vice President, BPAS Actuarial & Pension Services

kprell@bpas.com

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