Missing 940 and W-2

Prompt access to your tax forms ensures timely filing and compliance with IRS regulations, Deanna85. Let me point you toward the best resource.

To ensure your concern about missing 940 and W2 forms will be taken care of, we recommend contacting our QuickBooks Online (QBO) Payroll Live Support Team. They have specialized tools to investigate this unusual occurrence while maintaining your privacy.

Here's how you can reach out to them:

1. Click the Help icon.
2. Select the Search icon.
3. Type in a short description of your payroll concern in the search field and press the Enter key on your keyboard.
4. Click Contact Us.
5. Choose either Callback or Chat to connect with us.

Meanwhile, I'll be adding a few articles to provide you instant visibility into your payroll totals, detailed employee tax breakdowns, contributions, and access to historical payroll records:

• Run payroll reports
• View your previously filed tax forms and payments

Our team is committed to providing the necessary tools and resources to help you remain compliant with tax regulations. Comment below if you need further assistance managing your payroll records or preparing tax forms in QBO Payroll. We're here to support you every step of the way.

I found my W-2. Was in a different area but I am still not finding the 940 or the 4th Qtr 941 forms to print and file. Anyone found them yet?

Thank you for following up, nspica! It's also nice to hear you found your W-2.

We noticed that you posted a similar query twice, and I wanted to let you know that my colleague addressed your question in an earlier response. You can access it by clicking this link: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-did-not-generate-4th-quar....

If you have any further questions or need additional assistance, please do not hesitate to let us know. We're genuinely here to support you and are dedicated to resolving your concerns swiftly and thoroughly through this tax season.

My w-2 was also in a different area. They had to manually add a pdf of the 940. However, I cannot file them online now. I have to call in to quick books to have an employee file them for me on their end. I did not have issues with my 4th quarter 941, though. I am disappointed that these forms were omitted from my account. Sorry you’re dealing with the same. 

I can’t ding my 940 4th quarter but instead I got one from the year 2024

before I noticed all of this I Was able to file the Anual 940 form wich I shouldn’t done with out filing my 940 4th quarter

what can I do?

Hey, @Goldmastersservers. 

Thanks for chiming in on this thread. 

Based on the details you gave, the best route would be to get in touch with our Customer Support Team. They can review your account with you and see why this is happening in your account. Here's how: 

1. Go to the Help icon in the top right-hand corner. 
2. Press the Contact Us button. 
3. Enter your question and hit Let's talk. 
4. Scroll down and choose to Get a callback. 

It's that easy!

Please reach back out and let us know how the call goes. Have a great day! 

Every year I have to call/chat with Intuit/Quickbooks about getting the Form 940. Each year I get blamed for why QBO Payroll will not generate a Form 940 (once I'm able to finally get transferred to someone who actually knows what payroll or a form 940 are):
1- Your business type is wrong (QBO does not allow a 501(c)19 selection - but I'm wrong for not somehow selecting that)

2- Your business is not required to file a 940 (required by IRS if payroll taxes have been w/h; CPA echo IRS requirements -- actually had agent question if our CPA knew the "correct" IRS regulations))

3- We'll put a ticket in for the "backend" to handle that, produce a 940, and contact you.

4- (after waiting weeks with nothing done) "Please provide that ticket number before we'll proceed." (my problem is the 940, not that the Intuit CRM is apparently too stupid to store such trivial information)

5- (after agent couldn't find ticket and couldn't connect to "backend" folks) Wait 30 minutes for a supervisor. Repeat steps 1 to 4.

6- Supervisor say they may have to recalculate the year's taxes, which may take 30 to 45 business days (940 is due Jan 31 / February 10, depending on up to date w/h). So, from the very start QBO system has no way of filing this form on time.

7- Receive notice that QBO and QBO Payroll fees are going up.

8- End up receiving only a PDF copy (it's not filed by QBO) and does not list QBO as paid preparer

9- Told to sign and file PDF copy on our own (and at our own risk for accuracy)

10- repeat each year.

EACH and EVERY year, I spend hours in chat and phone with QBO. How is this saving me time and effort while "guaranteeing" accuracy. SHM....

Hey there, @Missing 940 and W-2. 

We appreciate you coming to the QuickBooks Community with your concerns. 

Dealing with repeated payroll hurdles and missing information when you're trying to stay compliant is a lot to manage, and we want to do all we can to get this squared away for you.

To get this moving in the right direction, I'm handing your case over to our Next Level Help team. They'll be doing a deep dive into your Community comments and your full support history so they can understand the specific 940 issues you've faced without you needing to repeat yourself. One of our experts will reach out to you within 1-2 business days to discuss the next steps.

Feel free to reach back out if you have any further questions. Have a wonderful day!