filing a 941x

Thanks for your help.

I originally did all that but the system will not let me type the corrected amounts on page 2 of the form. It will not even give me the option to override the box and fill in the corrections. Why?

Good afternoon, @Bernadette10. 

Thanks for joining in on this thread. Let's work together so that you're able to change some information on this form in your QuickBooks Desktop (QBDT) account. 

First, ensure that you have the latest version of QuickBooks so it can work to its full potential. Next, download the latest payroll tax table. Don't worry. I can walk you through the steps. Here's how: 

1. From the Help menu, pick Update QuickBooks. 
2. Click the Update New tab. 
3. Choose Get updates. 
4. Exit QuickBooks Desktop when the download is finished. 

Afterward, all you need to do is delete and recreate the 941x form. Here's a guide that can help you out: Correct or Amend Forms 941 and 940. 

These steps should do the trick. Should you need any further assistance don't hesitate to ask. I'm always here to lend a helping hand. Wishing you and your business continued success!

How do you access the 941X in QuickBooks online?

Hello CBM2021!

Thanks for posting here. Let me show you how to get Form 941-X in QuickBooks Online Payroll.

QuickBooks Online Payroll can process the amendment depending on your payroll plan and what causing the error. I suggest you reach out to our Payroll Experts so they can further assist you.

1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
2. When asked by the bot, enter "Form 941-X".
3. Select I still need a human, then proceed with Contact us or Get help from a human.
4. Choose either Chat or Callback.

The do-it-yourself payroll plans, like Enhanced, don't support Form 941-X. This means you'll need to manually amend or correct it. For additional help, refer to the IRS Instructions for Form 941-X.

I've added more links you can check. This will help you in handling payroll form submission:

• Get answers to your payroll tax payment and filing questions

• How QuickBooks populates the 941

Keep on posting here if you need anything else. Have a great day!

Does online payroll premium quickbooks help to fill out the 941x?  If so, how do I access, the instructions above do not work, there is no button to push once in employees to access for 941x.  Please help or update so we can do this?

Handling amended forms can be confusing and time-consuming, fillabi, so I'll share some tips to make the process easier for you.

Please know that the steps shared by my colleague above are for QuickBooks Desktop. Regarding your first question, it would depend on if you chose to have us manage your federal and state payroll taxes.

If you turned on the autopay/file feature in QBO, you'll want to contact our support to request a correction. This way, we’ll be able to fix and file it with the IRS. Here's how to connect with us:

1. Click the Help icon on the top right corner of the screen.
2. On the pop-up panel, go to the Search tab.
3. Click the Contact Us button.
4. Enter your concern in the description box.
5. Proceed with Continue, then choose Chat or Callback.

However, if you opted to file them yourself, you'll need to manually create and submit the amended form. To do this, see the General Instructions for Forms 941-X section from the Internal Service Revenue website. 

Furthermore, you must use a paper return even if you e-filed the original form. Don't forget to enter the necessary liability adjustments. You may consult your bookkeeper or accountant in filling out the fields.

I'll be right here to continue assisting if you have any other product questions or concerns about taxes. Feel welcome to leave the details and I'll get back to you as soon as I can, fillabi.

I filed my 941 on time, but I didn't realize I needed to change my filing status to semiweekly, so the schedule B didn't get filed with my 941. I need to go back and file a schedule B for both 2nd and 3rd quarters 2024. When I select 941x it asks questions about under or over reporting which isn't my problem. I just need to submit the schedule B with no changes to my 941. How can I do this electronically through QuickBooks desktop?

Thanks for joining in on this thread, Mara. Let's work together so you can file Schedule B for the 2nd and 3rd quarters of 2024.

E-filing amended forms is not available in QuickBooks Desktop Payroll. Since you're only submitting Schedule B, you can reopen the original Form 941. Then, check the box for Semi-weekly depositor for QuickBooks to generate a Schedule. Refer to the screenshot below for additional guidance:

Once done, you can then print the form with Schedule B before mailing it to the IRS. 

The Community is always here to continue assisting if you have any other product questions or concerns about tax forms. Feel welcome to leave the details and we'll get back to you as soon as we can.