Hello dear community members, Does any one know how to add Box 12 employer sponsored health insurance amount to employees' W2 forms? I contacted on January 3, 2024 Quickbooks payroll service and they kept telling me that it can not be done. Any solution? The feature of automated tax and form is turned on currently. Thanks for any input?
Let me share some information about adding employer health insurance on W-2s in QuickBooks Online (QBO), Faith-hope.
We appreciate you for contacting our Payroll Support Team about this one. Our payroll services don’t automatically report employer-sponsored health insurance on W-2s. You may need to call us to have it added or take extra steps when filing your W-2s (depending on your payroll service). When you're required to report health insurance on your W-2s, there are some things we need to consider:
Then, we can add your health insurance amounts from December 4, 2023, through January 1, 2024, if you have automatic tax payments and filings turned on. If it is turned off, just add your health insurance amounts starting December 2 until you file them with the government. Here's how:
You can check these articles for more insights on how QuickBooks populates W2 and how supported pay types and deductions impact federal taxes and forms: W2 form boxes explained.
Please know the Community has your back. If you need further assistance when working with payroll forms in QuickBooks, click the Reply button and post a comment. I’ll jump right back in to help. Have a good one.
Hi,
If January 1, 2024 has passed, can I turn off the automated tax and filing feature and then edit the W2? If so, after I edit box 12, can I turn on the automated tax and filing again without affecting other automated tax filing that were scheduled before I turn the automated feature off? Thanks for your reply.
I appreciate you for getting back to us, @Faith-hope. Allow me to point you in the right direction so you can get the assistance you need in reporting employer health insurance on W-2s in QuickBooks Online (QBO).
Currently, you're unable to turn Auto-Pay/File off since it has been temporarily disabled until February to prevent filing issues or mishaps. Once toggled, it will go into effect on the first of the following month. This allows our automated system to go through its processes with less concern for error.
That said, I recommend reaching out to our customer support team so they can add employer health insurance to your W-2 forms. To do that:
Furthermore, I'm sharing this list of payroll reports that will be beneficial whenever you need an overview of employee wages, taxes, and contributions: Run payroll reports.
Feel free to swing by the Community anytime if you need additional assistance with W-2s in QBO. We're always around to provide support whenever you need it. Keep safe, and have a great rest of the day!
How do you do this same thing using quickbooks desktop
@Brita2 By coding the relevant payroll item to the correct tax tracking type.
This can be found by opening the Payroll Item List, right-clicking the item to find the Edit Payroll Item option, and going through the settings. Should be the third screen in line.
@RCV "Our payroll services don’t automatically report employer-sponsored health insurance on W-2s."
Excuse my French, but what the in blue hell do you mean, your payroll service doesn't do that?
That's like saying your accounting software doesn't allow you to do journal entries effectively.
...Wait a second...
I'd gladly guide you in adding employer-sponsored health insurance information on the W2 form in QuickBooks Desktop (QBDT), Faith.
First off, FishingForAnswers' input correctly highlights the need to map the payroll item to the appropriate tax tracking type, which is the Health Coverage Cost, to report it on the W-2, box 12, code DD. To accomplish this, follow the steps below:
For more details about this process, refer to this article: Report employer health insurance on W-2s.
Moreover, I'll share this resource to guide you in securing paper copies of your W-2 forms: Print your W-2 and W-3 forms.
If you have other questions about handling payroll forms in QBDT, click the Reply button below. We're always here to assist.
What if the payroll expense is a Pretax, i.e. Premium/125 plan. Is it safe to change the tax tracking type?
Yes, it's safe to change the tax tracking type. However, please note that certain taxes may be impacted by this payroll item, @Brita2. Let me provide additional details below regarding the affected payroll items.
To begin with, Premium Only/125 is utilized for employee pre-tax contributions to premium-only and cafeteria plans linked to a Section 125 plan. This tax tracking type pertains to employee deductions. Changing the tax tracking type for a pre-tax payroll expense can influence the calculation and reporting of deductions. Before making any changes, I advise consulting your accountant or a tax professional to ensure compliance and accuracy.
Here are the effects on federal forms when used as a deduction with default taxability settings:
Additionally, based on the tax tracking type you've chosen, QuickBooks automatically identifies the taxes most likely affected by this payroll item. You don't need to change the selections shown below:
To modify the tax tracking type, follow these steps:
You can also refer to this article to learn how to report the health insurance you provide or reimburse your employees on their W-2s: Report employer health insurance on W-2s.
I'll also include this article, which you may find useful for printing W-2s if you provide paper copies to your employees, maintain your records, or send a W-3 to your accountant: Print your W-2 and W-3 forms: Print your W-2 and W-3 forms.
Please know that I'm here to assist you with any questions regarding Premium 125, tax tracking types, or managing payroll forms in QuickBooks. Feel free to use the comment section for a prompt response.
Make it easy for customers to pay you, and manage it all in QuickBooks.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.