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?

Parents
  • 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!

Reply
  • 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!

Children
No Data