QBO will not post Clergy Housing in Box 14 of W2 ?

I did contact Support via Chat. I printed a copy of the session.  The CSR told me that while Desktop does have the capability of printing the clergy housing in box 14, QBO does not. So you are telling me that she gave me incorrect information?

I would like someone who knows how to correct this to contact me.

Allow me to clarify things for you, bclifton.

Although QuickBooks Online (QBO) shows the clergy housing details, as mentioned by my colleague above, it's subject to self-employed tax only and is exempt from income tax. That's the reason why the clergy housing is not printed on W-2's box 14.

Since your automated payroll tax filings and payments option is enabled, I recommend contacting our Customer Support Team again. This way, you can request a W-2c form so you can input a correction for the previously filed form to include the clergy data.

After that, run the Payroll Summary report to calculate the clergy value and use it as a reference in correcting the form. Since this procedure is complex and can affect the accuracy of your tax records, I suggest seeking guidance from an accounting professional. Then, submit the corrected form.

Moving forward, you can turn off automated payroll tax settings so you can manage your W-2s manually with guidance from an accountant or tax professional. Here's how to switch it off:

1. Go to the Gear icon, then Payroll settings.
2. Scroll down and select Taxes and forms.
   
3. Disable Automated taxes and forms
4. Once done, hit Save.

You might also find these articles handy:

• Understand why W-2 box amounts are different.
• Understand the IRS regulations for filing 1099s and W-2s

These resources provide reasons why W-2 box values vary and details about the updated IRS guidelines about W-2 filings.

If you have further questions about handling your W-2 form to input clergy details, kindly add a comment below. Our team is always committed to helping you out.

Was this resolved? I have a similar issue happening now. I want to make sure this is fixed before January when W-2's are to be prepared. I just switched from Desktop to IES Online and noticed that the W-2 box 14 and 941 aren't indicated as being affected when I go to the Employee Details page under the Additional Pay Types section where Housing is listed. When I click Edit on the Housing pay item and click show tax settings it doesn't list the appropriate reporting places. I need assurance and proof this will work in January. Thank you!

Was this resolved? I have a similar issue happening now. I want to make sure this is fixed before January when W-2's are to be prepared. I just switched from Desktop to IES Online and noticed that the W-2 box 14 and 941 aren't indicated as being affected when I go to the Employee Details page under the Additional Pay Types section where Housing is listed. When I click Edit on the Housing pay item and click show tax settings it doesn't list the appropriate reporting places. I need assurance and proof this will work in January. See attached screenshot. Thank you!

Was this resolved? I have a similar issue happening now. I want to make sure this is fixed before January when W-2's are to be prepared. I just switched from Desktop to IES Online and noticed that the W-2 box 14 and 941 aren't indicated as being affected when I go to the Employee Details page under the Additional Pay Types section where Housing is listed. When I click Edit on the Housing pay item and click show tax settings it doesn't list the appropriate reporting places. I need assurance and proof this will work in January. See attached screenshot. Thank you!

Was this resolved? I have a similar issue happening now. I want to make sure this is fixed before January when W-2's are to be prepared. I just switched from Desktop to IES Online and noticed that the W-2 box 14 and 941 aren't indicated as being affected when I go to the Employee Details page under the Additional Pay Types section where Housing is listed. When I click Edit on the Housing pay item and click show tax settings it doesn't list the appropriate reporting places. I need assurance and proof this will work in January. See attached screenshot. Thank you!

Hey there, @Jennifer Madd.

Thanks for following along with the thread and sharing your concerns. I hope your day is going great so far. 

I see that you tried sending a screenshot, however, I do not see it attached to any of your responses. Would you mind trying to send that again? This way, I can take a good look into your set up. 

You can also connect with our Live Support Team if you prefer. Doing this would allow an agent to securely review your screen in real time. 

To connect with our team, feel free to use the link below.

• QuickBooks Live Support

I'll be sure to keep an eye out for you reply. Please let me know if you have any additional questions or concerns. Chat with you soon! 

Thank you for responding. I had a lot of trouble getting my post to go through yesterday. As I am today. I hope it hasn't all posted 30 times. lol I'll try to put attachment here again. Thanks!

Thanks for following up with the Community, Jennifer Mad.

If you're encountering trouble sending a post in the Community, I'd recommend performing some basic browser troubleshooting processes.

Here's how:
 

1. Try using a private or incognito browser.
2. Restart your browser.
3. Add Intuit as a trusted site.
4. Clear cookies and cached data.
5. It's also recommended that you make sure you're using an up-to-date web browser.

After trying some of these steps, try posting the post again.

I'll be looking forward to your reply. Have a wonderful Thursday!

Turns out I needed to log in to the Community as well as be logged in to Intuit. Weird! But thanks for the browser tips. I've done them all. We will see if this all helps.