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Serge6
Level 2

NY HWB Bonus on w2

NY Healthworker Bonus (NY HWB) is NOT included on Line 2 of Form 941 (Toatl Wages) but it IS included on Lines 5a and 5c (SS and Medicare Wages). Alos, it is NOT included on Line 1 of w2, instead it's reported in Box 14 of the W2. And now this bonus is NOT being reported on the Line 1 of  W3 Summary.    So, should I manually override a W2 to report this bonus on Line 1?  

5 Comments 5
MJoy_D
Moderator

NY HWB Bonus on w2

I can share some information about your forms, @Serge6

 

The line 2 showing in your Form 941 is based on the total wages, tips, bonuses, overtime pay, etc., that are subject to federal income tax, and paid to the employee during the reporting year. Wages earned in the reporting year, but paid in the following year, are not included. Certain deductions that are not taxable to federal income tax such as 401(k), pre-tax medical, fringe benefits, etc., can affect this box. 

 

To know more about what includes in Line 5a and 5c, refer to the following article: How QuickBooks populates Form 941. For your W-2 form, see this article: Understanding W-2 Forms

 

In case you need to fix any errors with your W-2, check out this article for detailed guidance: Fix an incorrect W-2 and W-3

 

Let me know if you need more help with your forms. I'm always here to assist. Have a wonderful day!

Serge6
Level 2

NY HWB Bonus on w2

Appreciate the reply, however it does not address my question.  QuickBooks Payroll has an error in the way it records NY HWB bonus.  When preparing 941 and W2, NY HWB bonus DOESN'T appear in Total Wages and compensation (Line 2 of 941 and Line 1 od W2).  This seems to be an easy bug to fix.  Can this problem be resolved?

JamesAndrewM
Moderator

NY HWB Bonus on w2

I see you encountered an error when preparing your 941 and W2 forms where the NY HWB bonus is missing in the report. I'll share information that could help you rectify this issue.

 

To start, you'll want to check the bonus item setup and ensure you use the correct tax-tracking type. Additionally, you may need to issue a separate bonus check for each affected employee. Edit the NY state income tax and NY local tax amounts to $0.00 for each employee. If you use a regular bonus item, you have to correct it.

 

For detailed information, refer to this article: Set up and pay New York Health Care and Mental Hygiene Worker Bonus.

 

If you have ensured that both the item setup and the bonus item were created correctly, I recommend that you get in touch with our QuickBooks Support Team. They have the tools to pull up your account in a safe environment and help you investigate further and find a solution to the issue.

 

To speak with one of our experts from QuickBooks Desktop Payroll. Please follow the steps below to contact support:

 

  1. Click Help at the top menu bar, then select QuickBooks Desktop Help.
  2. Select Contact Us and then enter that you get Reminder prompts and Continue.
  3. Then, choose to Message an Agent or Talk to a Specialist.

 

You may also connect with them through chat

 

Please refer to this article for additional details: Contact QuickBooks Desktop Support.

 

I'm adding these articles you can use in the future:

 

 

I hope this information helps you address the issue. Let me know if you need further assistance. I'll always be around to help. Have a good one!

VC18
Level 1

NY HWB Bonus on w2

I too have the NY HWB listed on my W2. I have included it under box 14 in my tax return, however, it then asks me which code this falls under and I have 3 options: NY 125, NY 414, or none of the above. Would anyone know which is the correct choice? Thanks!!

Serge6
Level 2

NY HWB Bonus on w2

In box 14, its listed as "NY HWB Bonus"  So, there is no special code for it as I understand it.  Just be careful to check that this bonus amount is included in Line 1 and Line 16 of W2, because apparently QuickBooks omits amount of the bonus from the Total Wages and its 100% wrong.

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