Secure 2.0 - Correction Scenarios for Previous year FICA earnings in Secure 2.0 Implementation — Cloud Customer Connect
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Secure 2.0 - Correction Scenarios for Previous year FICA earnings in Secure 2.0 Implementation

edited Jun 30, 2025 4:10PM in Payroll and Global Payroll Interface (GPI) 1 comment

Hello

Hoping everyone is doing well!

We are in process of Implementing the secure 2.0 effective 1/1/2026 and looking for some pointers/advise on below scenarios -

  1. Employee’s pretax catchup was converted to Roth Catchup as previous year FICA earning was >=$145k and employee had some contribution in Roth Catchup already. However, it was determined that employees’ FICA earning supposed of to be < $145k so the catchup should have been Pretax Catchup Only. how to adjust the catch up and tax?
  2. Employee’s pretax catchup was not converted to Roth Catchup as previous year FICA earning was < $145k and employee had some contribution in Pretax Catchup already. However, it was determined that employees’ FICA earning supposed of to be >= $145k so the catchup should have been Roth Catchup Only. how to adjust the catch-up and tax?
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