941 does not agree to W3

Hi there,

Possible reasons for not having the same values are changes in the payroll records or a data issue. Let's check to find out.

Let's run the Verify and Rebuild data utilities to check if this scenario is caused by a data issue. Consider backing up your company file for doing anything.

If the utilities don't identify issues, you can run the 941 forms for quarters 1 to 3 and compare them with the submitted forms. If one quarter is not matching, you can check the records within that period for any possible adjustments, deleted checks, etc. using the Payroll Summary report.

I'm adding this article for your additional reference: How to reconcile payroll: A step-by-step process.

Let us know if you need help as you compare your forms. We'll continue to help.

I ran through the recommended steps (verify/rebuild) and the problem is still not corrected.

I found that the Q3 941 overstated Social Security and Medicare wages by $5,000. So I tried re-running the 941 from Q3 and ended up with the same incorrect Social Security and Medicare Wages. Are there any other steps that I can run to get a correct Q3 941 so I can file a 941X?

Let me guide you on how to correct your Social Security and Medical wages, IntDoesntCare.
 

In general, QuickBooks will automatically correct the calculation on the next pay period. You can correct the deduction items by adjusting payroll liabilities. To do so, you can follow the steps below:

1. Go to Employees, then Payroll Taxes and Liabilities.
2. Select Adjust Payroll Liabilities.
3. In the Date and Effective Date fields, select the last paycheck date of the affected month or quarter.
4. In the Adjustment is for: section, select Employee Adjustment to correct your employee’s YTD info. Then select the employee's name. Do this even if the item being adjusted is a company-paid item.
5. Under the Item Name column, select the payroll item you want to adjust.
6. Enter the Amount of the adjustment.
7. Enter the amount under the Income Subject to Tax column if you need to make a wage base adjustment.
8. Under Memo, enter a note about the adjustment for reference.
9. Select Accounts Affected, then OK.
10. Select OK to close the Affect Accounts window. Then, select Next Adjustment if you have additional employees to enter an adjustment for. Otherwise, select OK to save the changes.

To check on what payroll reports to run and if the liabilities are updated. you can go through this article for additional information: Adjust Payroll Liabilities In QuickBooks Desktop Payroll.
 

At the same time. paying your federal taxes and filing the necessary payroll forms on time is an essential task, learn from these articles for more details:

• Set Up Federal E-file And E-Pay In Quickbooks Desktop Payroll Enhanced.
• Troubleshoot Form 941 In QuickBooks Desktop Payroll

Fill me in and keep in touch if you have any questions about 941. Remember, the Community is always here to further assist you always.

This is not a simple adjustment to payroll liabilities. Lines 5a and 5c column 1 is incorrect in the report 941 that QuickBooks filed.

Is there a way to see the detail of what makes up lines 5a and 5b column 1 of the 941? 

I'll gladly lend a hand and ensure your 941 forms are correct, IntDoesntCare. 

If you mean the details on lines 5a and 5c for Q3 941 form, you can run a tax form worksheet in QuickBooks Desktop. If you're using enhanced payroll, I can guide you through o how to e-file the form. 

1. Click the Employees menu.
2. Select Payroll Tax Forms & W-2s, then Process Payroll Forms.
3. Click the Payroll tab, then File forms.
4. Select the 941 forms from the list.
5. Click Create Form.
6. Select the form filing period, then click OK.
7. Review the form, then correct any errors when necessary.
8. Click the Submit Form button.
9. Click E-file and follow the on-screen instructions.

To learn more about e-filing in QuickBooks Desktop, check out this link: E-file 940, 941, and 944 tax forms.

However, if you're using assisted payroll, I suggest contacting our Customer Care Team. This way, they can guide you in filling out the 941 forms. Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. Phone support may be limited due to volume.

To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: Support hours and types.

Furthermore, browse this resource to learn more about e-filing your federal tax forms and e-pay federal taxes: E-file and e-pay federal forms and taxes in QuickBooks Desktop Payroll Enhanced

Please don’t hesitate to comment if you have more concerns about the 941 forms. The Community always has your back. Have a good one!

Q3 2022 941 is wrong no matter how many times I run it. I guess my next action is to call support.  Close this discussion up without a solution unless I get some advice that will help.