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This document describes the affects of situations a district may have on W2 reporting. 

Info

The items listed here in red affect balancing between W2 Report and Submission and Quarter Report. These items will cause the total gross on W2 Report and Submission to be higher than that found on Quarter Report as they apply.

Adoption Assistance - Cash Payment

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Set up as annuity in Payroll Item Configuration with Annuity Type of I with Type HealthSavingsAccount.  This will put the Annuity Type as 'Other'.

  • Exempt from
    • Federal taxation
    • Ohio Taxation
    • City withholdings
    • Medicare
    • ODJFS Reporting

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Set up as annuity in Payroll Item Configuration with Type, HealtheSavingsAccount.  This will put the Annuity Type of Ias 'Other'.

  • Enter only board amount in Payroll Item records
  • Exempt from
    • Federal taxation
    • Ohio taxation
    • City withholdings
    • Medicare
    • ODJFS reporting
    • SERS/STRS 

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