Health Insurance And Welfare Benefit Fund Surcharge

[fxprogljr]

TurboTax is looking for a number here.  Their guidance says: 

Amounts deducted for health insurance and the welfare benefit fund surcharge as reported on your:
- New York State Form IT-2102 (Copy 1), or
- Federal Form W-2 (Copy 2)

This applies to members of the:
- New York City Employees' Retirement System
- New York City Board of Education Retirement System

Just where on my W-2 can I find this?

[DaveF1006 · Accepted solution]

Health insurance that is deducted on your check is usually reported in Box 12 under a DD code. The Welfare surcharge insurance/benefits surcharge on your W2 is the IRC125. It is located in Box 14. If this is blank, there should be a number there or just leave it out entirely.  i think this is what Turbo tax is looking for. I have seen where entries were made in box 14 referencing  IRC125 but left blank.

[Jenrey91]

So would that mean you’re only entering DD if there is no IRC? 

[steofn3]

Hi @DaveF1006 

I have Box 14 with two items: SDI and PFL. Can I enter these into "Enter Insurance and Benefits Surcharge: Enter any health insurance and welfare benefit fund surcharge that your employer deducted in 2022"? 

I also have Box 12a: DD 6657.60. Is this amount needs to be entered in above mentioned field?