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Complying With W-2 Rules for Reporting Health Care Benefits and HSA Reporting Rules

Tax reporting rules can be confusing - are you in compliance with required reporting for health care benefits? Many employers help their employees pay for health care through employer contributions applied towards premium costs or contributions to employees' HSAs. Employers are required to report certain information to the IRS and their employees regarding the value of health care and HSA contributions. However, because the tax reporting rules can be so complex, employers often do not understand how to properly complete applicable tax forms or how to communicate relevant tax-reporting information to employees. This topic will help the persons responsible for completing these forms and communicating this information to employees learn what information is required to be reported, who is responsible for reporting, and what information will be reported. The information will also explain the due dates for each form.


Runtime: 62 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction

  • Introduction to Employer-Sponsored Health Care and HSAs
  • W-2 Reporting Rules
  • HSA Reporting Rules

W-2 Reporting Rules

  • Background - an Overview of the Old Rules and New Rules
  • IRS Notice
  • Transition Relief
  • Examples

HSA Reporting

  • Background - an Overview of the Old Rules and New Rules
  • Employee Reporting
  • Employer Reporting
  • Trustee Reporting
  • Examples
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on January 17, 2018.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.0
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP. Please note: This program is considered self-paced. There is a 30 PDC maximum for self-paced programs. For more information about certification or recertification, please visit www.shrmcertification.org.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Katie Bjornstad Amin

Katie Bjornstad Amin

Groom Law Group, Chartered

  • Associate in the office of Groom Law Group, Chartered
  • Practice includes advising employers, governmental entities, self-funded plans, and insurers on a full range of federal and state laws that affect the administration of health and welfare benefit plans, cafeteria plans, health reimbursement arrangements (HRAs), flexible spending arrangements (FSAs), health savings accounts (HSAs), wellness programs, expatriate coverage, fringe benefits, and other employee benefit arrangements
  • Also counsels clients on their obligations under the Affordable Care Act (ACA), including the employer shared responsibility requirements, Code sections 6055 and 6056 reporting requirements, annual fee on health insurance providers, insurance market reforms, and the ACA’s tax provisions
  • Assists clients with obtaining rulings from the IRS and submitting comments to the IRS, Department of Labor, and Department of Health and Human Services in response to agency guidance
  • Prior to joining Groom, she spent nearly 4 years at the IRS Office of Chief Counsel in the Health & Welfare Branch; at the IRS, she drafted guidance, private letter rulings, and technical advice on issues involving VEBAs and other welfare benefit funds, including Code sections 419 and 419A employer deduction issues and VEBA unrelated business income tax (UBIT) issues; was one of the principal drafters of the VEBA UBIT proposed regulations; also worked on ACA issues, including the annual fee on health insurance providers, Code sections 6055 and 6056 reporting, the PCORI fee, and the elimination of the deduction for expenses allocable to the Medicare Part D subsidy
  • Was also an extern at the Internal Revenue Service, TE/GE, Employee Plans while in law school
  • Regularly speaks on the ACA and other employee benefit matters; has been quoted in the trade press and her articles have been published by national publications
  • On the Technical Advisory Council of the Employers Council on Flexible Compensation (ECFC)
  • J.D. degree, cum laude, Stetson University College of Law; LL.M. degree, taxation with Employee Benefits certificate, Georgetown University Law Center; B.A. degree, University of Florida
  • Can be contacted at 202-861-2604 or [email protected]
No photo available

Sravya (Via) Boppana

Groom Law Group, Chartered

  • Associate at Groom Law Group, Chartered
  • Advises employers and insurers on a full range of federal and state laws that affect the administration of health and welfare benefit plans, cafeteria plans, health reimbursement arrangements (HRAs), flexible spending arrangements (FSAs), health savings accounts (HSAs), wellness programs, expatriate coverage, fringe benefits, and other employee benefit arrangements
  • Counsels employers and insurers on compliance with the ACA, ERISA, Internal Revenue Code, COBRA, and HIPAA
  • Interfaces with governmental agencies to request guidance, comment on proposed legislation and regulations, and implement corrections
  • Regularly speaks and publishes on employee benefit matters
  • Selected as Rising Star by Super Lawyers in 2016 and 2017
  • J.D. degree, New York University School of Law; B.A. degree, cum laude, Dartmouth College
  • Can be contacted at 202-861-6338
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400974
Published 2018
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