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Melanie20
Level 2

Form 941 for Q3 2020

Hello, will there be an update to the Form 941 for Q3 2020 due to the Employee payroll tax deferral?

Solved
Best answer September 24, 2020

Best Answers
JasroV
QuickBooks Team

Form 941 for Q3 2020

Nice to have you in the Community space, @Melanie20.

 

As of now, I’m unable to provide you a specific date as to when the update will be posted. Don’t worry though, are engineering team is diligently working on an update for Q3 2020 Form 941.

 

In the meantime, you can visit our QuickBooks Blog page to stay updated on the latest news and features about QuickBooks.

 

Also, I’d recommend reaching out to the IRS or to your accountant for guidance in keeping your payroll records correctly.

 

Additionally, I’m adding these resources that you can read for your future guidance:

Lastly, If you’re using QuickBooks Desktop (QBDT), you'll want to ensure your payroll tax table is updated to the latest release. This way, w'll ensure you have the updated payroll data in your software.

 

You can also read through these articles for additional reference:

You’re always welcome to leave a reply in case you have any other concerns or questions. I’m only a post away from you. Keep safe.

View solution in original post

21 Comments
JasroV
QuickBooks Team

Form 941 for Q3 2020

Nice to have you in the Community space, @Melanie20.

 

As of now, I’m unable to provide you a specific date as to when the update will be posted. Don’t worry though, are engineering team is diligently working on an update for Q3 2020 Form 941.

 

In the meantime, you can visit our QuickBooks Blog page to stay updated on the latest news and features about QuickBooks.

 

Also, I’d recommend reaching out to the IRS or to your accountant for guidance in keeping your payroll records correctly.

 

Additionally, I’m adding these resources that you can read for your future guidance:

Lastly, If you’re using QuickBooks Desktop (QBDT), you'll want to ensure your payroll tax table is updated to the latest release. This way, w'll ensure you have the updated payroll data in your software.

 

You can also read through these articles for additional reference:

You’re always welcome to leave a reply in case you have any other concerns or questions. I’m only a post away from you. Keep safe.

View solution in original post

KarenMcl
Level 2

Form 941 for Q3 2020

Excuse me - this problem is not solved. When will the 941 be updated for the Desktop version? The Family Leave wages do not populate at all on the form. We are not able to override any of the boxes to add the correct information. 

So are we forced to scrap Quick Books reports and go straight to the pdf form from IRS?

 

No Blog or FAQs will help if Intuit has not prepared a corrected form that we can use. Why waste our time even sending us there?

Please note - the form 941 works fine in Quick Books Online ..... 

langworthy
Level 2

Form 941 for Q3 2020

I spent three hours on the phone with support last week because of this same issue.  After he had me rebuild our data numerous times, he told me our only option is to download the blank 941 pdf from the IRS website and manually complete it.  First, I'm relieved I'm not the only one having an issue.  Secondly, I am thoroughly disappointed in Intuit for not being able to resolve this.

Luckynodak
Level 3

Form 941 for Q3 2020

Problem is their programmers may think the credit is a function of Payroll, but that is just the side-product in the calculation. Eligibility is based on other things like 50% drop in revenues. They could use a check the box approach that would open up line 11c and/or part3 , line 21, which then could make Worksheet 3 fillable.  For now they just need to enable the overrides and make a worksheet 1 fillable.  But no one seems to understand or even be listening!

katherinejoyceO
QuickBooks Team

Form 941 for Q3 2020

 
jbd1
Level 1

Form 941 for Q3 2020

When i ran payroll for the last pay period in the third qtr, no payroll taxes were withheld in quickbooks.. This has messed up my 941 report because the taxes due do for the third qtr do not equate to what was paid on the schedule b report. How do i report this? The amount due is what was paid the first pay period of the fourth quarter. What do i do to file my 941? I cannot adjust the tax amount due on line 12.  I can't submit the form because it tells me to fix it! HELP!

Julie

DivinaMercy_N
QuickBooks Team

Form 941 for Q3 2020

Thanks for posting here, @jbd1.

 

Let's ensure that you have the latest payroll tax table in QuickBooks Desktop. This will provide the most current and accurate rates for state and federal tax tables in QBDT. Then, refer to this article:How QuickBooks Populates The 941

 

If the issue persists, I recommend you to contact our QuickBooks Desktop Payroll Support Team. They use specific tools to investigate it further and generate steps to fix it for you.

 

Here's how:

  1. Navigate to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Select QuickBooks support.
  4. Enter a brief discussion of your concern in the Tell us more about your question field, then hit Search.
  5. Click Start a Message to chat with our QuickBooks Support Representative.

 

Let me know how it goes and post a reply below. I'll be around if you need any help. Take care always.  

jbd1
Level 1

Form 941 for Q3 2020

Thank you for responding. Everything is up to date with quickbooks on my end. Here's the situation.  

I ran the qtly 941 schedule b tax form.  The balance due is different than what was paid because when i processed payroll for the last pay period in September, qb didn't take any taxes out of any employee paychecks. Therefore, no 940 tax was due for the period.  Weird but well ok. Then, taxes were doubled for the next pay period to makeup for the previous pay period. Again, weird but ok, i paid the taxes for both pay periods in October which is the first qtr of the fourth qtr period.   So now, my 941 and schedule b do not jive for the 3rd qtr and quickbooks will not let me submit the form. How do I rectify this?

Thanks, this is due tomorrow! 

julie

AileneA
QuickBooks Team

Form 941 for Q3 2020

Thank you for the additional information, jbd1. 

 

As much as I love to help you, when it comes to payroll taxes not deducting, we advise our customers to contact our Payroll support team. This way, we'll be able to pull up your account in a secure session and look over the underlying issue with your taxes.  

 

Here's how to contact our support team: 

 

  1. Sign in to your QuickBooks  company. Then click Help (?)
  2. Select Contact Us
  3. Enter your concern, then click Let's talk
  4. Choose a way to connect with us. Start a chat or Get a call. 

​​​​​​​​​​​​​​​​​​​​​​​​​​​​To ensure you get prioritized on your concern, you can refer to this article, It has the time when support available: Support hours and types.  

 

I've added an article that will help you in preparing and filing Form 941, Schedule B, and Form 940 in QuickBooks Desktop.

 

You can read also through this page for additional resources for your future reference: 

 

I'll be right here to continue helping if you have any other concerns or additional questions. Stay safe!

lrobookie
Level 2

Form 941 for Q3 2020

I concur that this problem is NOT SOLVED - well, in so far that I cannot even open the 3Q 941 in my 2020 Desktop Pro file.  It only allows me to adjust the Auto-Fill Contact Info...  

Is this Intuit's way of indicating that the 3Q 941 is not ready? 

Am I supposed to complete a paper 941, as other responses in this thread state?

I need to know ASAP, please...

Thanks

RCV
QuickBooks Team
QuickBooks Team

Form 941 for Q3 2020

This is not the impression we want you to experience using or Payroll service, lrobookie.

 

I've checked here on our end and there's no reported case where can't access the 941 forms for the third quarter. Let's make sure we updated QuickBooks to the latest release and downloaded the newest payroll tax table in your software. To check if you're having a problem with only one file and not the program itself, try opening another company file. Let me show you how:

  1. In your QuickBooks, go to the File menu at the top left.
  2. Choose Close Company.
  3. In the No Company Open window, click the drop-down arrow in the Open a sample file icon.
  4. Choose a sample file and click on it.

If the problem persists, there may be a damaged data on the company file you've been working with. We can run the Rebuild Data tool is built-in to fix any company file data issues.  Just follow the steps and details in Fix data damage on your QuickBooks Desktop company file article. 

 

If the problem persists, please reach out to our Payroll Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. Just follow the steps provided by AileneA above. Just in case you'll want to submit the form now, visit the IRS website to file it manually. See how QuickBooks populates the lines on Form 941 for a detailed explanation of each line.

 

Visit our Payroll page for more insight s about managing your payroll in QuickBooks Desktop.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. You have a good one. 

DKarjane
Level 1

Form 941 for Q3 2020

If you cannot get Worksheet 1 to properly work, Payroll-filing Made Easy's web-based solution (no username or password required) automatically creates Worksheet 1 for you. Check them out at https://paymellc.com/e-file.

lrobookie
Level 2

Form 941 for Q3 2020


@RCV 
I've been doing books for this company 7.5 years in QB, and this is the first time I've ever seen this happen to this, let alone any QB file.
The sample file did open the 941.  So, I did a rebuild and there's zero issues found..; 941 still won't open.
Next idea?

 

lrobookie
Level 2

Form 941 for Q3 2020

Well - not sure what happened, but as soon as I answered the call-back from Intuit, the form opened.. so it's now done for me.  Not sure how that happened, but I'm happy I don't have to complete the form by hand !

Thanks again

RichJ52
Level 1

Form 941 for Q3 2020

Like Irobookie, at first 941 form would not open but by trying twice in rapid succession, I got it to open.

My real problem is that I get the error message that line 12 does not match line 10, and some instruction about applying credits/adjustments from line 11d.  In my case 11d is bland.  Because of the error, I couldn't e-file so I printed a paper version and mailed it in.  Hopefully this won't screw up 4th Quarter.

IamjuViel
QuickBooks Team

Form 941 for Q3 2020

Hello, @RichJ52.

 

Let's make sure that your QuickBooks software and Payroll tax table is updated to the latest version. This way, we can ensure that you have the latest features and fixes for unexpected errors.

 

Here's how to update your QuickBooks software:

  1. Go to the Help menu.
  2. Select Update QuickBooks Desktop.
  3. Hover to the Update Now tab. 
    • Tip: You can select the Reset Update checkbox to clear all previous update downloads.
  4. Select Get Updates to start the download.
  5. When the download finishes, restart QuickBooks.
  6. When prompted, accept the option to install the new release.

Once completed, close and reopen QuickBooks Desktop to make sure that all components are updated. The next step is to download your payroll's latest tax table. These updates provide the most current and accurate rates and calculations for supported state and federal tax tables, payroll tax forms, and e-file and payment options.

  1. Hover to the Employees menu
  2. Select Get Payroll Updates.
  3. Choose the Download Entire Update checkbox.
  4. Click Download Latest Update.
    • A window appears when the download is complete.

Now, you can try generating your Q3 941 form again.  If the problem persists, there may be a damaged data on the company file you've been working with. You can run the Rebuild Data tool is built-in to fix any company file data issues.  Just follow the steps and details in Fix data damage on your QuickBooks Desktop company file article. 

 

Also, you can read through this article to learn more about resolving 941-related errors: Troubleshooting amounts in Form 941/Sch. B - Employer's Quarterly Federal Tax Return.

 

Get back to us here if you have other questions and concerns in preparing and filing your quarterly tax forms in QuickBooks Desktop.

RichJ52
Level 1

Form 941 for Q3 2020

Yes, I had already run the updates and am current.

I ran the Rebuild Data.

No errors/changes.

The specific error message is:
"Form 941, Pg 2: Total taxes after adjustments and nonrefundable credits does not equal the total quarter liability on page 2. You must make the necessary adjustments to reconcile the amounts."

 

On the QB Desktop Pro generated 941, Page Line 10 "Total taxes after adjustments." is in fact the same amount as Page 2, Line 12 "Total taxes after adjustments and nonrefundable credits. Subtract line 11d from line 10 ."

There was a balance due  (Line 12 minus Line 13g) which I have paid when I mailed the form, since I couldn't get eFile to work because of this error.

The page to which you referred me did not help, because even the Line numbers did not match my 941 form.  

Other suggestions please.

 

katherinejoyceO
QuickBooks Team

Form 941 for Q3 2020

Thanks for coming back for more support, @RichJ52. I'm here to share additional insights about Form 941, page 2. 

 

You mentioned there was a balance due (Line 12 minus Line 13g) that you've paid when you mailed the form. I'd recommend you record this in QuickBooks to make sure your form 941 generates the correct amounts. Here's how: 

 

  1. Click the Employees menu, then select Payroll Center.
  2. Go to the Pay Liabilities tab.
  3. Below Pay Taxes & Other Liabilities, put a checkmark on the tax you want to pay, then click View/Pay.

 

Check out this article for additional reference: Adjust payroll liabilities in QuickBooks Desktop.

 

For future reference, read through this article to learn more about a well-detailed explanation of how each line on Form 941 populated in QuickBooks: How QuickBooks Populates The 941.

 

Feel free to come back and ask us here in the Community, @RichJ52. We're always around here to help.

 

RichJ52
Level 1

Form 941 for Q3 2020

Thank you for your response but please read what I said:  The error message says there is a difference, but in fact there is no difference.

Rich

Kristine Mae
QuickBooks Team

Form 941 for Q3 2020

Let me make it up to you, Rich. 

 

I can think of one thing. There can be an employee discrepancy with the SS or Medicare tax. We'll have to review the Tax Form Worksheets to verify this. Here's how:

  1. Click Reports.
  2. Go to Employees & Payroll.
  3. Click More Payroll Reports in Excel, then select Tax Form Worksheets.
  4. Enable the Macro.
  5. In the QuickBooks Tax Worksheets window, select Quarterly 941.
  6. Ensure the dates are correct.
  7. Click Create Report.

Once you've pulled up the report, manually calculate the Social Security and Medicare taxes. If there's any discrepancy, we'll have to create an adjustment to resolve it. 

 

Then, pull up the 941 form again and check if there are no more errors. If it looks good already, you can print or e-file it.

 

If there's anything else that you need, feel free to get back to this thread. Take care! 

Anscor
Level 1

Form 941 for Q3 2020

After no useful help from Intuit QuickBooks, we had our accountant manually correct the 3rd Qtr 941 form and we had to mail it.  After numerous attempts by "chats" we were not able to resolve the error as to why the IRS was refusing the form from Intuit.  I have uploaded the correct  form, now I need to know who to contact here to have them update our account to match the corrected 941 form.

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