3rd party non-qualified payment

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BonBon
Advanced Member
Posts: 41
Advanced Member

    Hello,

    This seems complicated; and I am hoping I can find an answer.

    Does anyone currently have a 3rd party (like Fidelity) that issues 457b checks and also does the W2 and 941 reporting for its non-qualified employees?  And if so how do you handle supplemental wages paid between Fidelity and Lawson looking for YTD supplemental wages in excess of 1 million?  Because supplemental wages in excess of 1 million need to be taxed at 39%; but if there's some 3rd party wages that are not stored in Lawson; how would Lawson know to apply a 39% tax (via BSI)?

    Example: 

    Lawson has paid YTD supplemental wages of $999,000.

    Fidelity has paid YTD non-qualified supplemental wages of $10,000.

    The YTD combination of supplemental wages is in excess of 1 million; therefore the excess should be taxed at 39%.