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Global Transfers and YTD totals
Summary
How do we include YTD totals such as 401(k) with Global TransfersContent
We have several Global Transfers. How do we insure that employees do not go over their IRS maximums for such elements like 401(k) deferrals, Flexible Spending Account (FSA) contribution, Health Savings Account (HSA)? When we have a Global Transfer we can't necessarily transfer the YTD or the W-2s will be wrong. Can we enter a limit? what is the best method.
Sue Tiegs
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