CA Form De9 and DE9c - is HSA more than 2% shareholder added in Line C and Line F of Form De9 ?

Clarification on - CA Form De9 and DE9c

is HSA more than 2% shareholder added to Line C (Total Subject wages paid) 

and Line F ( State Disability Insurance Total employee wages ) of Form De9

Is Scorp Health added to Line C and F on the Form De9 as well?

On Form De9c is HI and HSa for more than 2% shareholder added to Line F (Total Subject Wages ) 

I am aware of PIT wages I know HSa and HI Scorp is added to PIT wages . 



The confusion on my part is coming from the Information Sheet DE 231TP States HSA is Subject to UI , ETT, Sdi and PIT ) . 

and 

Information sheet DE 231EB states HSa is Subject to UI, ETT, SDI and PIT  

BUT for Scorp Health it states not subject to UI/ETT, SDI, but subject to PIT . 

Answer

Hi there, bv ,

Thanks for reaching out to the Community for assistance.

I appreciate you providing detailed information. To get started, can you please provide additional details about the HI you’re referring to? This is for me to provide the best resolution for you.

As for your question, based on the California Information Sheet, the HSA is subject to SDI and other two taxes in which the 2% HSA Scorp amounts will be added to taxable wages and will be accordingly reported in lines C and F of your DE9.

Also, during tax filing, the shareholder's HSA Scorp information is automatically calculated and populated on the DE 9 form. You can compare the data reflected on the form by generating Payroll Tax and Wage Summary report.

To have a better view on how it is being calculated, here’s a great resource that you can check: Quarterly Contribution Return and Report of Wages (DE9 page 2).

Additionally, you can also contact your tax preparer or the California State Tax Agency. They’ll be able to share further information with you about how HSA Scorp amounts are tracked and reported into your tax forms.

For future reference, you may find below articles helpful:

Moreover, you can also reach out to our Customer Care Support team. This is to check and verify the data into your account that affects CA Form De9 and De9c.

To contact us, here’s how:

  1. Sign in to your QuickBooks Online company account.
  2. Click Help icon on the top right.
  3. Click Contact Us at the bottom.

 If there’s anything else you need help with, please let me know. I’m always here to further assist.

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