In QuickBooks Online, where is the box to check that an employee has a retirement plan (collective bargaining union plan) ?

I can share some information about how W-2 form works in QuickBooks, gkrueger.

The box 13 has 3 checkboxes in it: Statutory Employee, Retirement Plan, and Third-Party Sick Pay. QuickBooks Online automatically check the Retirement plan checkbox if the employee's paycheck contained payroll items with any of these following tax tracking types:

• 401(k) 
• Roth 401(k)
• 403(b)
• Roth 403(b)
• 408(k)(6) SEP
• 501(c)(18)(D)
• SIMPLE Retirement

Additionally, the program will put a checkmark in it if the employee is covered by a qualified pension plan box checked on the employee record.

For more information about how QuickBooks populates the boxes on the IRS Form W-2, you can visit this link: W2 form boxes explained.

When you're ready and done preparing, you can refer to this article about filing your W-2 forms.

I'll be here if you have any other concerns or questions about payroll tax forms. You can tag my name below.

I am the only employee of my company. I do not have and have never had an employer-sponsored retirement plan. None of the pay types you list are on any of my pay stubs. I see no place on the employee record to checkmark a retirement plan.

My W-2 has Box 13 checked for "Covered by retirement plan" Now, TurboTax insists on downloading the W-2 files by Online Payroll and won't let me make my full IRA contribution.

How do I fix it?

Hello, @ExecCoach.

You can set up a retirement plan deduction.

Here's how:

1. Go to the Gear icon.
2. Select Payroll Settings.
3. Under Payroll, select Deductions / Contributions.
4. Click Add a New Deduction/Contribution.
5. Select Retirement Plans under the Deduction/contribution type.
6. For Type, select the applicable retirement plan.
7. Enter the name of the provider plan.
8. Click OK.

You can read through this article for more detailed insights: Retirement plan deductions/contributions.

Once completed, you can track your wages, taxes, and the tax payments in your payroll tax page.

1. Click Taxes. 
2. Go to the Payroll Tax tab. 
3. On the Payroll Tax Center page, hit Pay Taxes.
4. Choose the Tax Payment Due you want to pay, select Create Payment.
5. In the Approve Payment window, pick Make Payment Myself. 
6. Choose the Bank Account used when paying the tax.
7. For the Payment Date, select Other and enter the actual date the payment was made.
8. Enter the Check Number (Optional).
9. Hit Record payment.

Also, you can use these articles for more information about tracking your deduction or contribution in QuickBooks:

• Deductions and contributions
• Add or edit a deduction or contribution

Swing by here if you have other questions about managing your payroll and tax information in QuickBooks. I'm always here to help.

I do not want to set one up. I need to convince QuickBooks that I do not and have never had an employer-sponsored plan.

Thank you for getting back here in the Community, @ExecCoach.

To correct your W-2 form, I suggest reaching out to our QuickBooks Online Payroll team. The Payroll team used specific tools to make necessary adjustments to the form to uncheck box 13. 

Here's how:

1. Go to the Help menu.
2. Select Contact us.
3. From the description box, enter Correct W-2 form.
4. Click Let's talk.
5. Choose either Get a callback or Start messaging.

Also, I'd be adding a helpful article that may help you when you're ready to process your W-2s in QuickBooks Online: File W-2 forms. This also consists of steps to process your forms either manually or electronically. 

Please let me know if you need additional help in your payroll forms. I'm always here to help. Take care always.

I wasted over an hour with Support. ROund and round, answering their same questions over and over. No fix, no suggestions.

Looks like I need to file my own W-3-C and hope QuickBooks somehow gets this right in time for next year's W-2s, or I'll be filing another W-3-C