Make Employees Eligible for Retirement Plans
Typically, when a person's retirement account has a value greater than $0, their calculation card automatically identifies them as eligible.
For employees who aren't contributing to a plan, sometimes you must manually identify them as eligible. This ensures proper reporting on Form W-2. In these cases, use Eligible for Retirement Plan on their Reporting Information Calculation Card.
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From My Client Groups, click Payroll.
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Click Calculation Cards.
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Search for and select the employee.
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Open their Reporting Information calculation card for editing.
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In Calculation Card Overview, select Federal.
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In Calculation Components, click Reporting Information.
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In Calculation Component Details, expand Reporting Information.
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Set Eligible for Retirement Plan to Yes.