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This is the first year my husband contributed to a retirement plan. What forms should we file with our taxes?

Jan 25, 2019, 11:50 AM by Alan M. Schapire, CPA
Answer from the free Ask a CPA service on the tax forms a couple should file if it's the first year a spouse is contributing to a retirement plan.

Last year (2018) was the first year my husband put into a retirement plan. On his W-2, the retirement plan is marked. He did not take anything out of it, just put in to it. In addition to the regular 1040EZ form with our W-2s, are there any other forms we need to fill out?

The Retirement Plan box checked on the W-2 is just an indicator that the employee was an eligible participant in an employer-sponsored retirement plan. It does not necessitate any additional form filing.

For more resources, check out PICPA’s Money & Life Tips, Ask a CPA, or CPA Locator.

Answered by: Alan M. Schapire, CPA, is a principal with Convergent Financial Strategies LLC in Wayne, Pa.