How can I add 2% S-corporation shareholder health insurance premiums to box 1 of the W-2 after payroll has been submittted for prior quarters?

This doesn't answer the question.  The question is the same as I have, using online payroll, you are unable to make any kind of edits to the figure that is populated in box 1.  I need to add the amount that was paid by the business for the 2% shareholder health insurance to box 1.  The w2s have not been filed yet.  I think the original poster means they previously filed quarterly payroll reports but not the w2.

Hello there, ljfd.

I can guide you through in adding the 2% S-corp health insurance to your W-2 form.

In QuickBooks Online (QBO), you'll need to set up an S-corp Insurance for it to automatically reflect on your W-2 forms.

Here's how to set up an S-corporation pay type:

1. Go to Workers from the left menu.
2. Select Employees.
3. Select the employee's name.
4. Select edit (pencil) icon beside Pay.
5. In section 3, select the edit (pencil) icon.
6. Maximize Even more ways to pay employee, then select S-Corp Owner's Insurance.
7. Select Done.

I've got you an article for a detailed steps on how to set up S-Corp Insurance in QBO: Set up S-Corp Owner's Health Insurance.

You can also check out this article to know more about the supported pay types and deductions in Online Payroll.

That's it. I'll be around anytime you need help with something else or further questions while working with your W-2's in QBO.

slightly different directions for online payroll but I figured it out.  ok, that would help going forward and only if the business is reimbursing for health insurance paid personally.  But how do I get it on the W2 for this past year?  And if the business is paying for the shareholder's health directly, it wouldn't be an additional pay type in the paycheck.

Greetings, ljfd.

I'd like to add to the discussion and ensure you're able to add the S-Corp shareholder health insurance premium on the W-2 form.

I'm happy to know that you were able to figure out the difference with the directions. For the benefit of all that may join this thread, just like yourself, allow me to share the correct steps on how to set this up:

1. In the left navigation menu, click Workers.
2. Select the employee's name.
3. In the Pay section, click the pencil (edit) icon.
4. In section 2, How much do you pay Employee, select Add additional pay types.
   - If you have other pay types, then click the pencil (edit) icon instead.
5. Scroll down and select S-Corp Owners Health Insurance.
   - Maximize Even more ways to pay employee, if you don't see this option.
6. Click Done, then Done again.

Now that we've got that out of the way, let me walk you through how to add this on forms for the past year:

1. Go back to Workers.
   - If you're still on this tab, then proceed to the next step.
2. Click the Run Payroll drop-down arrow, then select Fringe Benefits only.
3. Choose No, my employee will pay the taxes, then Continue.
4. Enter the correct Pay date.
5. Select only the employees who need to have S-Corp recorded, then enter the correct amount in the S-Corp Ins field.
6. Click Preview Payroll.
   - I recommend that you review it to make sure everything is correct.
7. Once you're done, hit Submit payroll.
8. Click Finish payroll.

All of this information and more is available in our guide on how to set up S-Corp Owner's Health Insurance. That should do it. With these resources, I'm confident you'll be able to add the insurance premium on the W-2 form.

Keep in touch with me here if there's anything else you need. I always got your back. Thanks for reaching out, wishing you and your business the best.

This really helped me however I had already filed the state unemployment since it doesn't affect anything with our state and it now states I can't because a tax payment was made.  Any ideas?

Hi there, moonacctg.

I'm happy to know my response helped and I'll be sure to get you pointed in the right direction for determining how to resolve this.

Since you've already paid for the State Unemployment Insurance, QuickBooks won't allow you to enter this anymore. To fix this, I'd love to pull up your account and run the payroll for you.

However, the resources necessary to do this are under our Online Payroll Team, so I would recommend you get in touch with them. Here's how you can reach them:

1. Click the link to head to the Official Intuit Contact page.
2. Select Intuit Online Payroll.

Keep in touch if there's anything else I can do for you, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business all the success.

How do I adjust W-2 and forms 940 and 941 S-Corp Owners Health Insurance Expense? I am using QB PR Online. The instructions below are no longer reflective of the latest online screens so they are hard to follow. 

Thank you for choosing QuickBooks Online, @wkorpacz.

 
QuickBooks online updates the systems to ensure a good quality experience for our valued customers.

 
Since @AldrinS already give you the instruction to do the adjustments. However, you were unable to follow through because it has a difference interface on your end. 

 
What I can recommend is to contact the payroll support team, they are the ones to guide you through screen sharing in adjusting on your forms.

In addition, I found this article that shows you how to use QuickBooks Online Payroll's year-end checklist.
 

Please know that I am always here to assist you if you have any further concerns or queries in the future. Enjoy your holiday!

I was having issues too not seeing the "fringe benefits only" payroll but I just did the following and then it worked for me.

1. In the left navigation menu, click Workers.
2. Select the employee's name.
3. In the Pay section, click the pencil (edit) icon.
4. In section 2, How much do you pay Employee, select Add additional pay types.
   - If you have other pay types, then click the pencil (edit) icon instead.
5. Scroll down and select S-Corp Owners Health Insurance.
   - Maximize Even more ways to pay employee, if you don't see this option.
6. Click Done, then Done again.

I have followed the directions and QBO will not allow me to submit.  So all these directions work up until you try to submit a payroll with a 12/31/23 date.  This is a net zero check with no tax consequences, yet it is telling me I can't do this because there "may be" tax penalties. 

Let's face it QBO has made it impossible to edit any paychecks, or create after the fact paychecks for prior years to correct ANYTHING.  QBO is the only payroll providor that will not allow you to do this.  QBO is not the best payroll solution.

Hi there, @BethFrisco.

Submitting payroll with no tax consequences is essential. I'll make sure your W-2 forms are correct at the end of the year.

Since you're still facing issues after following the steps above, contact our experts. They will help you update any paychecks. Follow the steps below:

1. Go to the Help icon and choose Search.
2. Click the Contact Us button and enter your concern.
3. Press Continue.

Note our operating hours so you can contact us at your convenience. For other ways to reach us, refer to this article: Contact Payroll Support.

For more tips about reporting quarterly forms, refer to this article: Set up an S-corp medical payroll item for your corporate officers.

You can share this reference to allow your employees to see and print their pay stubs online or in the Workforce mobile app: Invite your employees to QuickBooks Workforce to see pay stubs, W-2s, and more if you use QuickBooks....

Our experts will help you update the S-corp medical contribution properly. If you have follow-up questions about another payroll item, don't hesitate to add them below. I'll be here to help you out.