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Cheryl, a new client, brought in two Forms W-2 to her tax appointment. One of them had a code in box 12 that the Tax
Cheryl, a new client, brought in two Forms W-2 to her tax appointment. One of them had a code in box 12 that the Tax Professional does not recognize. What should the Tax Professional do to handle the situation? Apply code X to the unknown amounts. Draft a corrected Form W-2 to submit with the taxpayer's tax return. Research the code or consult with a more experienced Tax Professional. Use the default code for "Other (Not Listed Here)" data. Mark for follow up
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