Issue/Symptom/Question

I had an employee that had a Roth 401k deduction deducted from their check, when it should have been a traditional 401k, how can I correct this?

Applies To

PENTA for Windows

Payroll > Exception Checks > Manual Checks

Resolution/Fix/Answer

1. Navigate to the Manual Check window (Payroll > Exception Checks > Manual Checks)
2. On the Document tab, enter 0 as the check #, the employee Id, the date of the adjustment, and 0 as the net pay
3. On the Distribution tab, enter the date of the adjustment as the work date, a distribution type - should be a OU/Account #, this will not have any activity, and enter $0 in the gross pay field
4. On the Deduct/Fringes tab, enter the deduction # that was incorrectly deducted, and the amount as a negative. Enter the deduction # that should have been taken, with the same amount, but as a positive
5. Close the window to distribute the check
6. Using the Employee Earnings History Query, ensure taxes are now correct.