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MackeAcct
Level 1

How do I refund an employee for health insurance over withheld from their paycheck?

 
5 Comments 5
QBsguru
Level 7

How do I refund an employee for health insurance over withheld from their paycheck?

Enter the amount as a negative health deduction.  Will be added back to the check and if pretax adjustment will be made to YTD amounts.

KlentB
Moderator

How do I refund an employee for health insurance over withheld from their paycheck?

Thanks for joining the growing family of QuickBooks Community, MackeAcct.

 

I'll be delighted to walk you through in processing a refund for your employee's over withheld health insurance.

 

Here's how:

  1. Select Workers from the sidebar menu.
  2. Click Employees.
  3. Choose the employee's name.
  4. Click the Pencil icon beside Pay.
  5. Under How much do you pay, select Add additional pay types.
  6. Select Even more ways to pay drop-down, then select Reimbursement
  7. Hit Done.

The Reimbursement item appears in the Pay column when you create a paycheck for the employee once reimbursement pay type is added.

 

I've included an article that will help you in checking your employee's reimbursements.

 

If you ever need assistance working within the program, let me know by leaving a comment. I’m always glad to help.

 

MackeAcct
Level 1

How do I refund an employee for health insurance over withheld from their paycheck?

This works for Desktop, but not Online.

 

Thanks

MackeAcct
Level 1

How do I refund an employee for health insurance over withheld from their paycheck?

How does this adjust the total insurance amount paid?  Need the net amount on the W-2.

MaryLandT
Moderator

How do I refund an employee for health insurance over withheld from their paycheck?

Thanks for getting back, MackeAcct.

 

The reimbursement won't affect the total insurance amount paid to your employee. And, this payment won't show up on the W-2 form since it's a non-taxable pay type.

 

I suggest contacting our QuickBooks Online Payroll Support Team so they can correct payroll for you. By doing so, they'll help ensure the net amount is correct on the W-2 form.

 

Here's how to get in touch with them:

  1. Sign in to your QuickBooks Online account.
  2. Select Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.
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  4. Enter a brief discussion of your payroll concern, then click Let's talk.
    contactUS1.PNG
  5. Select which option is best for you.
    contactUS2.PNG

To ensure your concern is address on time, check this out: Support hours and types, then go to QuickBooks Online. It includes available days and hours in pacific time.

 

I've added these articles on how QuickBooks populates the boxes and how pay types impact your payroll forms:

Keep me posted you have follow-up questions and I'll get back to you.

Need to get in touch?

Contact us