Discussion:RDP – health insurance heads up

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Discussion Forum Index --> Tax Questions --> RDP – health insurance heads up


EZTAX (talk|edits) said:

14 March 2013
A recent post prompted me to post this. I have been meaning to for a while.

Client, school teacher, is picking up her RDP returns and mentions that she had heard something about being taxed on the health insurance paid for partner. I asked her for more info and looked into it. Turns out around 9k had been added to her W-2 income due to her partner’s health insurance.

I was surprised that there was absolutely no info about this on the W-2. When she called the school they were not even able to tell her how much had been added back – we had to use the final paystub to calculate the amount.

In California we can subtract this out. I am thinking we might have to file protective claims on the federal so when DOMA falls, we can amend the Federal returns. I am researching when this situation began.

Just one more thing to try and keep in your head for this crazy tax season!

Hang in there everyone. A decent night sleep and a life are just around the corner.

Joanmcq (talk|edits) said:

15 March 2013
I always check to see if the state wages are less than federal. If they are the same, I ask if either are covered on the other's health insurance, and then go for the pay stubs. I have no idea how ill get all my protective claims done; hell I have one client who will save 5k by filing MFJ!

ZL28 (talk|edits) said:

1 October 2013
dO you seek a corrected w2 when the health insurance has been included in hte Partner's wages from the past

or do you file 1040-x?

Kevinh5 (talk|edits) said:

1 October 2013
They have to be married, ZL. Not RDP.

Doug M (talk|edits) said:

2 October 2013
I have the same question(s) that ZL raises.

It has been mentioned by some prominent legal minds that RDP's may be granted some of the same benefits as married couples under DOMA. What comes to mind is the recent statements about RDP's having possible rights to SS benefits from RDP relationships lasting more than 10 years.

ZL-in the past, many municipalities give a road map to the W-2, explaining some of the inclusions/exclusions to the various boxes. Maybe that would help.

ZL28 (talk|edits) said:

2 October 2013
if it were a married couple, and the health insurance for

one spouse had been included as a taxable fringe benefit

on the w2 of the other spouse who had the job, do you pursue

a corrected w2 or would you amend tax returns?

Kevinh5 (talk|edits) said:

2 October 2013
All of that was answered by the IRS recently.

Kevinh5 (talk|edits) said:

2 October 2013
http://www.cchgroup.com/wordpress/index.php/tax-headlines/federal-tax-headlines/additional-windsor-guidance-released-irs-provides-simplified-refund-and-adjustment-procedures-for-overwithheld-employment-taxes-on-benefits-and-wages-for-same-sex-spouses-notice-2013-61/

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