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Author: TMFPMarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121219  
Subject: Re: 1099-MISC & HSA Date: 4/14/2012 5:35 PM
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My husband has a Simple Ira through his employer. He contributes 3% of his income, and his employer matches this. I did not receive any forms regarding this, but there is an amount listed in box 12a on his W2, and in box 13 there is a check mark next to the words, "Retirement Plan."

You don't receive any tax-reporting statement about the SIMPLE since it will not ordinarily affect your 1040. The box 12 amount should have a code that indicates what it is. Check the back of Copy C of the W-2 or elsewhere for the magic decoder list. I suspect that's your husband's SIMPLE contribution.

I'd look in Box 14 for the HSA contribution, but it should definitely be in either 12 or 14 if it's on the W-2. If it's not on the W-2 it should be on his HSA statement.

If you've entered all the information from the W-2 into TT and answered any questions about the W-2, for the life of me I can't figure out why TT is telling you to look for something on the W-2.

Phil
Rule Your Retirement Home Fool
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