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Level 4
February 6, 2026
Question

W-2 Nonqualified plan (SERP)

  • February 6, 2026
  • 0 replies
  • 2 views

2025 Form W-2 has the following:

Box 1 (Wages):  $5,236

Box 11 (Nonqualified Plans):  $5,236

Box 16 (CA Wages):  $2,288

Employee is retired and lived in CA for all of 2025.

The software does not make a CA adjustment to reflect $2,288 as CA Wages. The subtraction line next to  Schedule CA line 8t (Pension or annuity from a non qualified deferred compensation plan) is greyed out.

Any suggestions on how to make the CA adjustment to the federal amount? Thank you!