Patriot Software Advisor

Clergy retirement plan

by Renee'
(NC)

The company pays for our Pastor's retirement plan, do I check the retirement box or leave blank?

Comments for Clergy retirement plan

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Feb 05, 2020
Box 13 Retirement Plan
by: Vickey

Mark this checkbox if the employee was an active participant(for any part of the year) in any of the following:

(1) a qualified pension, profit-sharing, or stock bonus plan described in section 401(a) (including a 401(k)plan);

(2) an annuity contract or custodial account described in section 403(b);

(3) a simplified employee pension (SEP) plan; or (4) a SIMPLE retirement account.

See more on IRS site: :https://www.irs.gov/retirement-plans/common-errors-on-form-w2-codes-for-retirement-plans

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