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nealsonray1
Level 1

How do I fix a mistake I made when filing the Annual Tax Forms by selecting 2021 for W2 A

 
3 Comments 3
IamjuViel
QuickBooks Team

How do I fix a mistake I made when filing the Annual Tax Forms by selecting 2021 for W2 A

I've got your covered, @nealsonray1.

 

You'd want to generate an amended W2 form for 2020. You can follow these steps:

  1. Go to the Taxes menu.
  2. Click Payroll Tax.
  3. Under Annual Forms, click View and Print Archived Forms.
  4. Look for the W-2 copies and click on it. 
  5. Click View and print the tax form. 

Now, you can prepare a copy of W3c form to accompany the W2c Form and directly submit to IRS outside QuickBooks. This allows you to report the changes made immediately.

  1. Go to the Taxes menu.
  2. Pick the Payroll Tax tab.
  3. Select Annual Forms.
  4. Scroll down to the Printable Employee Copies: Form W-2 section.
  5. Click the W-2, Copies B, C&2 link.
  6. Select the View button.
  7. Type in "Incorrect Form for 2020.".

You can now print the W2 form and submit it to IRS. Just a heads-up, the deadline for submitting Form W-2 to employees and the SSA is January 31. However, this only applies to the original issuance of the form. There is no specific timeline for reissuing Form W-2. But, it is beneficial to your employees if you send out reissued Forms W-2 before the employees’ tax filing deadline.

 

Also, I've added these articles as additional resources to help you prepare your client's annual tax forms:

Drop your comments below if you have other questions or concerns. I'm always here to help.

dcn970
Level 1

How do I fix a mistake I made when filing the Annual Tax Forms by selecting 2021 for W2 A

I need to get a copy of a W2 C that was issued for 2020.  Employee never received her copy after speading directly with the support team.

Candice C
QuickBooks Team

How do I fix a mistake I made when filing the Annual Tax Forms by selecting 2021 for W2 A

Good evening, @dcn970

 

Don't worry. I'll walk you through the steps of getting a copy of the W2 C form. It's a simple process. Here's how: 

 

  1. Go to the Taxes menu. 
  2. Select the Payroll Tax portion of the page. 
  3. Choose Annual Forms
  4. Pick the desired form. 
  5. Hit the liability report. 
  6. Press Archive

 

For additional information, review this guide: Archive old forms

 

These steps should do the trick. If you need help with anything else, just let me know. I'm only a few clicks away if you need me. Have a wonderful day! 

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