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Channell6
Level 2

filing a 941x

I am needing to file a 941x but I was wondering if I should file Schedule B with it? The 941 was filed with zeros so I am needing to file a 941x but they are a semiweekly depositor. I figured if I just filed the 941x, then my client would receive a notice stating they need Schedule B. 

Solved
Best answer November 19, 2020

Best Answers
Jen_D
Moderator

filing a 941x

Thanks for posting here about the 941 correction, @Channell6,

 

It's my pleasure to help you with this, so you can complete the correction.

 

The IRS Instructions for Form 941-X states the following information regarding the Schedule B:

  • If Form 941-X is filed late (after the due date of the return for the return period in which you discovered the error), you must attach an amended Schedule B (Form 941) to Form 941-X. (page 4)
  • If you owe tax and are filing a timely Form 941-X, don’t file an amended Schedule B (Form 941) unless you were assessed an FTD penalty caused by an incorrect, incomplete, or missing Schedule B (Form 941). (page 18)

You can also contact the IRS directly for filing concerns to make sure the amendment is complete.

 

To get the 941X report in QuickBooks, follow the steps below:

  1. Go to the Employees menu and select Payroll Tax Forms & W-2s.
  2. Head to the Process Payroll Forms tab.
  3. Under File Forms, pick Quarterly Form 941-X - Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund.
  4. Press Create Form.
  5. Make sure to add the correct period in the Select Filing Period field, then press Ok.
  6. Choose the return you are correcting, and verify that the quarter you're amending is correct. If incorrect, return to the form selection and enter the correct date.
  7. Be sure to enter the Date you discovered the errors, and specify whether you are correcting Underreported amounts, Overreported amounts (either using the claim process or the adjustment process), or Both under- and overreported amounts.
    -If you select Underreported, Both, or Overreported using the claim process, Box 1 on Form 941-X is automatically selected.
    -If you select Overreported using adjustment process, Box 2 is automatically selected.
  8. Refer to the IRS instructions for line-by-line assistance with the form, and enter your corrections for the quarter.
    Be sure to explain your corrections for the quarter when prompted. If any line does not apply, leave it blank.
  9. Select Next to page through the form.
  10. Sign and enter required information in the Signature line.
  11. Print and mail the form according to the IRS instructions.

See this article for the complete steps and instructions: Correct or Amend Forms 941 and 940

 

Let me know if there's anything else I can help you. I'll be more than happy to assist your QuickBooks concerns at anytime. Have a nice day!

View solution in original post

8 Comments 8
Jen_D
Moderator

filing a 941x

Thanks for posting here about the 941 correction, @Channell6,

 

It's my pleasure to help you with this, so you can complete the correction.

 

The IRS Instructions for Form 941-X states the following information regarding the Schedule B:

  • If Form 941-X is filed late (after the due date of the return for the return period in which you discovered the error), you must attach an amended Schedule B (Form 941) to Form 941-X. (page 4)
  • If you owe tax and are filing a timely Form 941-X, don’t file an amended Schedule B (Form 941) unless you were assessed an FTD penalty caused by an incorrect, incomplete, or missing Schedule B (Form 941). (page 18)

You can also contact the IRS directly for filing concerns to make sure the amendment is complete.

 

To get the 941X report in QuickBooks, follow the steps below:

  1. Go to the Employees menu and select Payroll Tax Forms & W-2s.
  2. Head to the Process Payroll Forms tab.
  3. Under File Forms, pick Quarterly Form 941-X - Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund.
  4. Press Create Form.
  5. Make sure to add the correct period in the Select Filing Period field, then press Ok.
  6. Choose the return you are correcting, and verify that the quarter you're amending is correct. If incorrect, return to the form selection and enter the correct date.
  7. Be sure to enter the Date you discovered the errors, and specify whether you are correcting Underreported amounts, Overreported amounts (either using the claim process or the adjustment process), or Both under- and overreported amounts.
    -If you select Underreported, Both, or Overreported using the claim process, Box 1 on Form 941-X is automatically selected.
    -If you select Overreported using adjustment process, Box 2 is automatically selected.
  8. Refer to the IRS instructions for line-by-line assistance with the form, and enter your corrections for the quarter.
    Be sure to explain your corrections for the quarter when prompted. If any line does not apply, leave it blank.
  9. Select Next to page through the form.
  10. Sign and enter required information in the Signature line.
  11. Print and mail the form according to the IRS instructions.

See this article for the complete steps and instructions: Correct or Amend Forms 941 and 940

 

Let me know if there's anything else I can help you. I'll be more than happy to assist your QuickBooks concerns at anytime. Have a nice day!

Channell6
Level 2

filing a 941x

Thanks for your help.

Bernadette10
Level 1

filing a 941x

I originally did all that but the system will not let me type the corrected amounts on page 2 of the form. It will not even give me the option to override the box and fill in the corrections. Why?

Candice C
QuickBooks Team

filing a 941x

Good afternoon, @Bernadette10

 

Thanks for joining in on this thread. Let's work together so that you're able to change some information on this form in your QuickBooks Desktop (QBDT) account. 

 

First, ensure that you have the latest version of QuickBooks so it can work to its full potential. Next, download the latest payroll tax table. Don't worry. I can walk you through the steps. Here's how: 

 

  1. From the Help menu, pick Update QuickBooks
  2. Click the Update New tab. 
  3. Choose Get updates
  4. Exit QuickBooks Desktop when the download is finished. 

 

Afterward, all you need to do is delete and recreate the 941x form. Here's a guide that can help you out: Correct or Amend Forms 941 and 940

 

These steps should do the trick. Should you need any further assistance don't hesitate to ask. I'm always here to lend a helping hand. Wishing you and your business continued success!

CBM2021
Level 1

filing a 941x

How do you access the 941X in QuickBooks online?

AlexV
QuickBooks Team

filing a 941x

Hello CBM2021!

 

Thanks for posting here. Let me show you how to get Form 941-X in QuickBooks Online Payroll.

 

QuickBooks Online Payroll can process the amendment depending on your payroll plan and what causing the error. I suggest you reach out to our Payroll Experts so they can further assist you.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Form 941-X".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

The do-it-yourself payroll plans, like Enhanced, don't support Form 941-X. This means you'll need to manually amend or correct it. For additional help, refer to the IRS Instructions for Form 941-X.

 

I've added more links you can check. This will help you in handling payroll form submission:

 

Keep on posting here if you need anything else. Have a great day!

fillabi
Level 1

filing a 941x

Does online payroll premium quickbooks help to fill out the 941x?  If so, how do I access, the instructions above do not work, there is no button to push once in employees to access for 941x.  Please help or update so we can do this?

KlentB
Moderator

filing a 941x

Handling amended forms can be confusing and time-consuming, fillabi, so I'll share some tips to make the process easier for you.

 

Please know that the steps shared by my colleague above are for QuickBooks Desktop. Regarding your first question, it would depend on if you chose to have us manage your federal and state payroll taxes.

 

If you turned on the autopay/file feature in QBO, you'll want to contact our support to request a correction. This way, we’ll be able to fix and file it with the IRS. Here's how to connect with us:

 

  1. Click the Help icon on the top right corner of the screen.
  2. On the pop-up panel, go to the Search tab.
  3. Click the Contact Us button.
  4. Enter your concern in the description box.
  5. Proceed with Continue, then choose Chat or Callback.

 

KlentB_0-1676517922094.png

 

However, if you opted to file them yourself, you'll need to manually create and submit the amended form. To do this, see the General Instructions for Forms 941-X section from the Internal Service Revenue website. 

 

Furthermore, you must use a paper return even if you e-filed the original form. Don't forget to enter the necessary liability adjustments. You may consult your bookkeeper or accountant in filling out the fields.

 

I'll be right here to continue assisting if you have any other product questions or concerns about taxes. Feel welcome to leave the details and I'll get back to you as soon as I can, fillabi.

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