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On a W-2 form, what does BOX 12 CODE "Designated Roth contributions under a section 403(b) salary reduction agreement" indicate?

A) Contributions to a retirement savings account
B) Contributions to a health savings account
C) Tax-exempt income
D) Capital gain

1 Answer

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Final answer:

Box 12 code BB on a W-2 form indicates contributions to a Roth 403(b) retirement savings account, which offers after-tax contributions but tax-free growth and withdrawals.

Step-by-step explanation:

On a W-2 form, Box 12 code BB indicates 'Designated Roth contributions under a section 403(b) salary reduction agreement.' This signifies that the amount shown is the employee's contributions to a retirement savings account, specifically to a Roth 403(b). Unlike traditional pre-tax 403(b) contributions, Roth 403(b) contributions are made with after-tax dollars but offer tax-free growth and tax-free withdrawals in retirement for qualified distributions. The benefits of this type of contribution include tax-free growth and the ability to withdraw funds tax-free if certain conditions are met. Employers may offer this as a part retirement and savings benefits in their compensation package.

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