Prior Year HSA contribtion adjustment to W2

Hello, @CMeGo.

Allow me to share some insights about correcting W2 in QuickBooks Desktop (QBDT).

Please ensure that all adjustments have been completed. You can verify their accuracy by running the payroll summary report again or by checking the payroll liability balances report to ensure that the amounts to be paid are accurate.

Additionally, if your taxes are underpaid, you can resolve a payroll tax underpayment. However, if it’s overpaid, you resolve a payroll tax overpayment to learn how to handle it.

Moreover, if you are making corrections to your W2 in QuickBooks Desktop, you can print W2-C and manually file them with the Social Security Administration.

Here's how:

1. Open QuickBooks Desktop
2. Select Employees, then Payroll Center, then choose the File Forms tab.
3. Hit Annual Form W-2c/W-3c - corrected Wage and Tax Statement, then Create Form.
4. Choose the employee’s last name and click OK.
5. Select the employee(s) who need a W-2c. Click Review/Edit.
6. Answer the question: Have you made the W-2 corrections in QuickBooks Desktop?
7. If Yes - The current QuickBooks Desktop info shows in the Correct information column on the W-2c. Enter the Previously Reported amount for the items that should be corrected.
8. If No - The current QuickBooks Desktop info shows in the Previously Reported column on the W-2c. Review each W-2c worksheet and enter the correct amounts in the Correct Information column.
9. Review each page and select Next as needed.
10. Check the box Check if this is a W-2c (corrected W-2).
11. Fill in only the lines that need to be fixed in both the Previously Reported and Correct Information columns. Do this on Federal, State, and local info as needed.
12. Remove the amounts from the remaining lines. Right-click on the amounts and select Override, then delete the amounts. Do this on Federal, State, and local info as needed.

Here is an article you can read about correcting W-2 and W-3: Fix an incorrect W-2 and W-3.

Also, you can visit our Tax forms page for more insight about adding and managing your tax forms.

If you have further questions about submitting your corrected payroll tax forms, you can comment below, and we'll respond to you as soon as possible.