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Forums Human Capital Management Lawson S3 HR/Payroll/Benefits

Moving Benefit Money

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ridjayc
Veteran Member
Posts: 191
Veteran Member
11/4/2008 4:49 PM
    We had an employee setup with a Health Savings account for a dependent.  This was in error, the employee has no dependents, the money should be moved to the employees Health savings account.  BN32 has ANNUAL_AMT and such.  How do we adjust this out?

    Thanks.
    pookey
    Veteran Member
    Posts: 330
    Veteran Member
    11/4/2008 5:04 PM
      You should be able to transfer the money using a PR82 entry - subtracting it from the dependent HSA and adding it to the employee HSA. Although we don't have HSAs here, just be sure to account for any taxability, taxes if applicable, etc. since there's no "requirement" to enter that info on the PR82. Good luck