W-2 Field 12 Code B Reporting Questionnaire
Please complete this questionnaire to assist with accurate reporting of employer contributions to employee retirement plans for IRS W-2 Form Field 12, Code B.
Employee Full Name
*
First Name
Last Name
Employer Name
*
Employer EIN (Employer Identification Number)
*
Employee's Last 4 Digits of SSN
*
Tax Year
*
Please Select
2026
2025
2024
2023
Type of Retirement Plan
*
Please Select
Pension Plan
Profit-Sharing Plan
Stock Bonus Plan
Other
Total Employer Contributions for the Year (USD)
*
Was the employee an active participant in the plan during the tax year?
*
Yes
No
Are there any special circumstances affecting this reporting?
*
No special circumstances
Yes (please describe below)
If yes, describe the special circumstances
Contact Email Address
*
example@example.com
Contact Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please confirm that the information provided is accurate to the best of your knowledge.
*
I confirm the information is accurate.
Submit
Should be Empty: