Skip to Content
author's profile photo Former Member
Former Member

Retirement plan Check Box 13 in W2 Tax Report

Hi Gurus,

I have a requirment where we need to check or uncheck the Retirement/Pension Plan Check Box 13 in W2 Form, even though the employee is eligible or not eligible and It is not same for all employees for some employees it should be checked though they are not eligable and for some if they are only eligible.

The exact requirment is once the Box is checked it should be checked though if the employee is not eligible. How can this be configured in SAP

Any input is highly appreciated

Thanks in advance.

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

3 Answers

  • Best Answer
    Posted on Aug 22, 2011 at 01:35 PM

    First, take a look at SAP documentation for user-exit 'EXIT_RPCTRCU0_002' to get an idea (even this exit is obsoleted, replaced by BADI). Then try to implement method 'DETERMINE_W2_BOX13_VALUES_NEW' for class CL_IM_EXIT_RPCTRCU0_002.

    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Aug 22, 2011 at 04:23 PM

    Hello,

    To have checked for certain employee whom doesn't have pension you can use Infotype 41 with Pension Date, in the BAdi you can write a logic for which all employee IT 41 for which Pension Date is maintained for those employee you can check it.

    This will help you in achieving your requirement.

    With Regards,

    S.Karthik

    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Aug 22, 2011 at 04:08 PM

    Hello,

    Additon to what Ted has mentioned you can refer to document available in "service.sap.com/hrusa" in Documentation menu.

    By the way, could you Kindly review SAP Note 544849 - "FAQ: Tax Reporter"?

    How are box 13 items configured?

    Answer: Box 13 items are the checkboxes for Statutory Employee, Retirement Plan and Third Party Sick Pay. There are 2 possible methods for having these items selected on the W-2 form. Where applicable, you can link your custom wage types to the tax form groups W25A, W25C, W25G and W25H as applicable via the IMG step:

    -> Payroll USA

    -> Tax Reporter

    -> Tax Forms Groups

    -> Define tax form groups containing non-tax wage types.

    To specify more advanced logic for the selection of these items on the W-2 form, SAP provides SAP enhancement HRCTRCU0, EXIT_RPCTRCU0_002 that can be accessed via transaction CMOD.

    with regards,

    S.Karthik

    Add a comment
    10|10000 characters needed characters exceeded

    • Former Member

      I have implemented method DETERMINE_W2_BOX_13_VALUES_NEW, returning a value = 'N'. I have also unlinked wagetypes from my tax form group W25C. My box 13 for Retirement Plan is still showing as checked when I run my W-2. What am I missing? I know that I am getting into the customer exit as I have put a breakpoint in the code to verify.

      W25A and W25H also have no wagetypes assigned, but W25G does. Is that my issue? My tax form field T209, 'X1Retirement Plan', consists of both W25C and W25G.

      Thanks

      Janice Ishee

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.