NY W2 box 14 HWB (Healthcare Worker Bonus) which category?

Forum|Forum|3 years ago
January 28, 2023
2 replies
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I have a NY HWB line in box 14 or my W2. It's supposed to be state and local exempt healthcare worker bonus. Not really sure what category I'm supposed to attach to it to make that function properly. The drop-list which turbotax shows, doesn't have HWB category. The only one which looks similar in functionality is 414(h) NY tax excempt or 125/SEC 18 NY tax exempt. However, HMB is neither of these categories. Any ideas what should be done is appreciated. Maybe Turbotax is the missing that functionality to correctly handle it?

TurboTax Premier Online

Best answer by DMarkM1

You are correct. Use the "Other Category" in the box 14 dropdown to complete entering the Healthcare Worker Bonus in your W2 section.

Then in the NY State interview "Update" the "Changes to Federal Income" section
Scroll down to the Wage and retirement adjustment section
"Start/Update" the "Healthcare... worker bonus" topic
There you can enter the amount from box 14 on your W2 to exclude it from NY state and local taxes

DMarkM1Answer

Level 15

You are correct. Use the "Other Category" in the box 14 dropdown to complete entering the Healthcare Worker Bonus in your W2 section.

Then in the NY State interview "Update" the "Changes to Federal Income" section
Scroll down to the Wage and retirement adjustment section
"Start/Update" the "Healthcare... worker bonus" topic
There you can enter the amount from box 14 on your W2 to exclude it from NY state and local taxes

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