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Shareholder Health Insurance W2


How do you set up the deduction/benefit code to add Shareholder Health Insurance to owner’s W2 and report in Box 12 DD? 

Best answer by pbennett

if the code is incorrect the are other options on the setup screen.

 

 

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pbennett
Varsity II
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  • Varsity II
  • August 28, 2024

you can setup a code for the shareholders under Payroll - preferences - Deduction and Benefit Codes

 

 


  • Freshman II
  • August 28, 2024

I’m aware there’s a code set up for it.  Your code doesn’t report to correct code though.  That’s what I was searching for.  I adjusted the W2C through Aatrix though. 


pbennett
Varsity II
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  • Varsity II
  • August 28, 2024

if the code is incorrect the are other options on the setup screen.

 

 


@pbennett - this is great information, what would you do if the client starts midyear? would you have them figure out what it is to date and put that in with the adjustment imports?


pbennett
Varsity II
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  • Varsity II
  • October 11, 2024

Hello Shannon, @ShannonLandreth17 

 

I would create a code with the correct setup, adjust out the total from the wrong code and adjust it back to the correct code


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