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lnk1969
Level 1

Incorrect filing status on paychecks

If an employee's filing status was entered incorrectly into the system, what recourse do they have if it affected their income tax return negatively? Employee had "married filing jointly" but was entered as "single or married filing separately".

1 Comment 1
MariaSoledadG
QuickBooks Team

Incorrect filing status on paychecks

Let me provide some information on how incorrect filing status affects paychecks and guide you on what to do, lnk1969.

 

It is important to choose the correct filing status that's right for you because this can affect the amount of tax you owe. For married filing jointly, this may get you the highest standard deduction and a lower tax bill. You might also qualify for benefits not available to married couples filing separate tax returns. 

 

On the other hand, you can choose married filing separately if both of you are owing less tax. This is also beneficial if you want to separate your tax liability from your spouse's. However, this status means you pay more tax and miss out on a number of tax breaks. As per the IRS guidelines, if an employer does not have a completed Form W-4 from an employee, withhold their tax as single with no withholding allowances. You can read this article for more information: Form W-4: Employee Filing Status.

 

Additionally, to give you a list of payroll reports, I've added this article for your reference: View and Print Payroll  Reports

 

Let me know if you have any concerns with your filing status. I'll be right here if you need further assistance. 

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