IRS requested prior years form 940 and 941. How do retrieve, complete and file the prior years missing form 940 and 941?

Hi simk932667,

Thank you for getting help in the Community. I'll guide you through checking your 941 forms.

If you will or have e-filed your tax form, or we filed for you:

1. Select Taxes, then Payroll Tax.
2. Select the Filings tab.
3. View your current tax forms in the ACTION NEEDED or COMING UP section. Or select Resources, then Archived forms and filings for past forms.
   • If available, select Preview to view forms not yet filed.

If you manually filed your tax form:

1. Go to Taxes, then Payroll Tax.
2. Select the Filings tab.
3. Select Resources, then Archived forms and filings.
4. Select the ▼ dropdown menu to filter the form type you want to view.
5. Select the form name, then View.

Feel free to go back to this thread if you have more questions in mind. Take care.

My 941's are not listed in the archive, I need Q1 and Q2 2022, nowhere to be found... what do I do now?

I need first 2 quarters of this year 941's, not archived and nowhere to be found... What do I do?

Hi, McBros. I want to make sure you're able to retrieve the prior year's 941 forms.

I can help you direct to our Payroll Support team to get this taken care of in no time. Agents have the necessary tools to take a look at your account and help archive the forms for you. 

To contact them, you can follow the steps below:

1. Go to Help.
2. Click Search, then tap Contact Us.
3. Type in your concerns and click Continue.
4. Choose a way to connect with an expert.

Please check our support hours to ensure we address your concerns on time.

You can also check our run payroll reports resource to help view useful information about your business, payroll taxes, and employees.

Get back to this thread for more questions about payroll or any concerns. We're available 24/7 to assist you.

Same for us. We are missing 5 quarters dated back to 2020. If Quickbooks files and pays for us, then how are we supposed to check this.

Thank you for joining the conversation, Mrswilson.

You should receive a confirmation of the filed forms. However, in this case, it's best to contact our QBO Payroll team so they can check your filing logs in the system. Please follow the steps in this article: Contact Payroll Support.

Feel free to go back to this thread if you have other questions in mind.

While creating my 2023 940 form for sending by paper, I discovered I did not file for year 2022. When I tried to complete the 2022 in QB it indicated the 2022 form was changed and no longer available. How to I complete the 2022 940 form?

Thanks

Hi there, @Starion.

Let me share insights into how you can complete your 2022 940 tax forms.

Since you weren't able to file the 2022 940 Forms in QuickBooks Online (QBO), you'll need to file it outside to complete the form. Also, I recommend reaching out IRS for further guidance.

Additionally, I recommend visiting this article to learn how to correct and amend quarterly forms in QuickBooks Online: File quarterly tax forms.

Keep us posted if you need further guidance with the 940 forms in QuickBooks. Have a good one.

I too, need to refile a 940 from 2021.  I have Quickbook Desktop Enterprise.  There are NO tabs or dropdowns labeled "Taxes" or "Payroll Tax" or "Filings" or "Resources" 

I search "Archived Forms" and info regarding1099's pop up with 61 pages to review.

Are you generalizing the steps to take or in what specific QB version will this work, because I do not see any of this.

Thank you in advance for your help!

I acknowledge how much this means to you, Bits. I'm here to provide the necessary information and support.

The Archived Forms, Payroll Tax, Fillings, and Resources are buttons or tabs available in QuickBooks Online.

The 940 filing in the program is for the current year. For previous periods, you will need to file them manually outside of QuickBooks.

In your case, we can generate a Payroll Summary report as a reference when filing the 940 form outside QuickBooks. It covers all information, including your employee's wages, taxes, deductions, and contributions.

If you require additional assistance in manually filing reports for previous years, I suggest seeking advice from a tax professional or accountant.

Here's how you can pull up the report:

1. Head to the Reports menu.
2. Select the Employee & Payroll option.
3. Click the Payroll Summary.
    

Furthermore, here are some helpful articles you can check out for future reference:

• E-file and e-pay federal forms and taxes. 
• Correct or Amend Forms 941 and 940. 
• Troubleshoot Form 941 in QuickBooks Desktop Payroll. 

You can always consider seeking advice from a tax professional or accountant when unsure. Feel free to reach out if you have any questions about other QuickBooks features. I'm always here to help ensure your financial management is as smooth as possible. 

@Bits87 

Do you have an active license of Enterprise Gold or higher edition?