Once the Create W2/1099R Records process has been completed, you can still make changes or add additional information.

If you're updating just a few employees, use the Edit W2/1099R Information screen.

For many employees, use the W2 Health Cost Editor for faster entry.

Edit W2/1099R Information (For Individual Changes)

NAVIGATION: UTILITIES menu > W2/1099R Processing > Edit W2/1099R Information

1. Click the SSN Browse button to select an employee.
   (Employees are listed in Employee # order.)
2. ⚠️ If an employee has multiple W-2 records, both may need to be updated.
3. Open the Box 12/13/14 tab.
4. To add a Box 12 code:
   1. Find the next available Code field (1–4).
   2. Choose the correct code from the list (e.g., DD – Cost of Employer Health Coverage).
   3. Enter the amount in the box to the right.
5. Click SAVE after completing changes for each employee.

W2 Health Cost Editor (For Bulk Entry)

This opens a grid for quick updates to Box 12, Code DD (Cost of Employer Health Coverage) for multiple employees.

⚠️ Important Notes: Only use this after creating W-2 records.

Do not re-run the Create W2/1099R Records process afterward — it will erase the health care data entered in this grid.

NAVIGATION: UTILITIES menu > W2/1099R Processing > W2 Health/HSA Cost Editor

1. Review employee W-2 data before making edits.
2. In the grid, locate the Health Cost column.
3. Enter the health care amount for each employee.
4. When you move off the line or press Enter, the system saves automatically.
5. Entering a positive amount adds Code DD to Box 12.
6. Changing the amount to zero removes Code DD.

See Process W2 Forms 

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388