Yes, you'll need the payroll reports with year-to-date amounts, @JDB. Allow me to provide additional details below on how to complete your payroll history to ensure that you can generate the W-2s in QuickBooks Online (QBO).
Based on your scenario, I take that you’ve already created paychecks, which is why you’re unable to add last year's payroll data. If you would like to file W-2s using QBO, I recommend contacting our payroll support team for assistance with making changes to your pay history.
If you’d like to use TurboTax, you can visit this page for an overview of the platform: TurboTax® Official Site: File Taxes Online, Tax Filing Made Easy. For any additional inquiries, feel free to ask them directly in the TurboTax Community.
If you're using another W-2 processor, simply obtain your payroll data from the QBO program to ensure accurate year-to-date amounts. Check out this article to learn more about the limitations and steps to export them: Export your payroll data into QuickBooks.
Additionally, you can check out this article to learn how to customize the report using the available options to view your payroll totals, including employee taxes and contributions: Create a payroll summary report in QuickBooks.
Furthermore, enhance your financial journey by partnering with our Explore QuickBooks Payroll team. Our financial experts are here to streamline your processes and provide customized guidance to meet your unique business requirements.
You're always welcome to return to this thread if you need further assistance with filing your W-2s. I’m here to help. Have a great day!
