Thank you for sharing that information. I have a question regarding the W-2 form. I would like to know how to include the taxable amount of QERHRA in box 1 on the W-2 form. I am not sure how to do this without having to issue a check to the employee. This would be the amount in excess of the 2023 limit. The reimbursements were not paid through QuickBooks Payroll. I've been able to edit the W-2 to include the payments in box 12, but

I need to report the taxable amount.  I prefer not to manually amend the W-2s and file the tax returns.

Any advice or workaround would be greatly appreciated.