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An employee was withheld the incorrect health insurance deduction in 2019, how to I handle a deduction refund for the first 2020 payroll?

• Munis
• Employee Deductions
• Payroll Start and Status
• Earnings and Deductions

Employee was withheld the incorrect deduction/amounts in 2019.

Contact the IRS for a recommendation on how to handle the refunded deduction amount. Backdate refund and report in 2019 with the difference or report in 2020 and deal with the difference in 2020 W-2.

Once the IRS has made their recommendation, use the below link for the Deduction Refund.

Refunding Deductions within Payroll