Retirement Planning

Active participant - retirement plan designation

On Form W-2, box 15 will have an X in the box "retirement plan". You are an active participant in a retirement plan if contributions are made or allocated to your account for the plan year that ends within your tax year.

Need Professional Help?

If you need help with "Retirement Planning" or have other tax questions, we can help you find a local licensed tax preparer for a free, no-obligation consultation.