FORMULA TO COMBINE EMPLOYEE AND EMPLOYER HEALTH CARE AMOUNTS

SUGGESTED

I need to create a formula that will combine the employee and employer health care amounts for printing on the W2’s.  My problem is that there are 4 different health deduction id’s, 4 different health fringe id’s and an HRA fringe id.  I’m struggling to write the formula that will include all possible scenarios.  I have no idea why there are 4 different fringe codes, just one would have worked fine, but its too late now my company has been using all 4 for years.

I currently have 4 different formulas…

LOOKUP(Prior Year Deduction [PR Employee Deduct], Employee [Employee], “HOSP-E”) + LOOKUP(Prior Year Fringe [PR Employee Fringe], Employee [Employee], “HOSP-E”) + LOOKUP(Prior Year Fringe [PR Employee Fringe], Employee [Employee], “HRA”)

This formula is repeated 3 more times for “HOSP-EC”, “HOSP-EF” AND “HOSP-ES”. 

Any thoughts on how I can combine all into one formula?

  • FormerMember
    0 FormerMember
    SUGGESTED

    Search the knowledge base - ID#25852 per the Tug user group seminar yesterday

  • 0
    SUGGESTED

    Lisa, in our system, I have formulas similar to yours, and have added one more formula.  Using Formula1 thru Formula4 to represent whatever you have named your formulas, my final one, which I named "W2b12cDD"" (W2box 12code DD) is simply "Formula1+Formula2+Formula3+Formula4".  This formula is the one which I have entered in my W2 format.   Have been using this and similar formulas for union dues over multiple unions for years, and all works fine for me.  Good luck!