Good day, @mike1500.

I'm here to help you print the Federal form you've filed electronically in QuickBooks. 

To do this, follow the steps below: 

1. Click the Employees menu.
2. Select Payroll Center.
3. Go to the File Forms tab.
4. Under Filing History, go to the Saved Filings tab.
5. A table of all your saved tax forms in PDF format is displayed. Select the link under the Saved PDF column to open the file.

 I've got you an article that you can read and will give you more ideas about other payroll tax forms you can print in QuicikBooks. Print W-2 and W-3 forms.

I'll be here if you need anything else. Stay safe and healthy! 

@kimkennedy, were you ever able to figure out if there is a way to process over the 10mil mark?  We are also having to do the batches and it just leaves so much room for error.  I didn't know if there was a solution to add the extra digit to the fields required or not.

not sure if you ever got your answer, but we use enterprise and are having the same issue.  I replied to another thread asking if you had figured out a way to get it to work without having to batch.  We also do NOT file electronically, so we are able to maually fill out the W-3 once we run the batches and submit via mail.  I'm afraid this year we are pushing the 250 mark and may have to file electronically, so keep an eye on this thread to see if anyone has been successful...

Error with e file of W2: states my program does not have excel and cannot send w2.

Good morning, @sinhaclinic. 

Thanks for taking the time to follow along with the thread and sharing your concerns here in the QuickBooks Community. 

To clarify, what error message are you receiving exactly? Would you mind sharing a screenshot of it? Knowing more details about the exact error you're receiving will better help me investigate the cause further and help provide a solution to get it resolved. 

While I await your response, let's try some basic troubleshooting steps to get started. 

1. Check the main components of your PC, such as your Internet connection, operating system, antivirus software, and third-party applications installed in your PC, to identify and resolve the issue.
2. Remove all security software that you just recently installed.
3. Disable the Windows firewall and antivirus software.
4. Ensure that no other application is running in the background while performing the steps.
5. Perform system updates. If there is any update available, you can install it.
6. Open Windows Explorer and go to the file related to the error code.
7. Double click on the file, and you will be asked to select the program to relate the document to.
8. Select Excel, then click on OK to connect the format with Excel.

I'll be sure to keep an eye out for your reply and look forward to chatting with you soon. Take care! 

Need to know how to file a corrected GA State W2 that has already been efiled

Thanks for joining the thread, Patti-Fbc. 

I'm here to ensure that you can file your W-2's successfully. 

We can create a W-2C and W-3c and manually file them with the Social Security Administration. 

Here's how: 

1. Go to the Employees menu in your QuickBooks Desktop (QBDT), then select Payroll Center.
2. Select the File Forms tab, and select Annual Form W-2c/W-3c - corrected Wage and Tax Statement, then Create Form.
3. Choose the employee’s last name, and click OK.
4. Click the employee(s) who need a W-2c, and select Review/Edit.
5. Answer the question: Have you made the W-2 corrections in QuickBooks Desktop? 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. Review each page and select Next as needed.
6. Check the box Check if this is a W-2c (corrected W-2).
7. 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.
8. 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.

For more details, you can check out this article: Fix an incorrect W-2.

If you need some help with your W-2s, you can utilize this article for reference: How to Understand and Fill Out a W2.

Please let me know if you have other concerns with your W-2s or with QuickBooks. I'm just around to help. Have a good one!

Dont know How , I ended up sending duplicate efile batch of w2 to IRS, on the same date 3 hours apart. The First one was  accepted by iRS and have the agency code. The second batch was rejected. Does it means the first accepted  batch remains with IRS ? 

Welcome back to the QuickBooks Community, jitu1049. I'll be sharing details on how sending W2 works with the IRS. Then, ensure to provide information on what you'll have to perform after sending the form.

Sending your W-2 forms to the appropriate agencies on time is an important payroll task at the end of the year. Then, when you noticed that the file for W2s is duplicated, yes, you're right that the first one that shows accepted remains with IRS. 

Once everything is good, you can print your W-2 forms and send them to your employees by January 31. Then, you’ll have to upload the W-2s so your employees can see their W-2s online in QuickBooks Workforce. For further details, you can open this article: File your W-2 forms. 

Additionally, in case you or your employee finds a mistake after you file your W-2s, you can create e your W-2c and W-3c in QuickBooks and print them on perforated paper. You’ll need to file the W-2c and W-3c manually with the Social Security Administration. Please refer to this article to see the detailed steps on how to perform the process: Fix an incorrect W-2.

Lastly, you may click this article to view different information about the common W-2 questions and how it works so you’re prepared for tax season: Get answers to your W-2 questions.

Let me know in the comments below if you need further help with your W-2 Forms. I'll get back to you as soon as I can.

Thanks for Reply, If I understood the reply, is to Create W2 and efile again ? Which I had already done. But somehow I sent twice . And IRS replied as REJECTED. So, if i follow the stesp (from reply above), I will be sending "Third Batch".

Should this (Third batch) come back and say Duplicate sent & rejected ?

When we e-file, first it goes to Intuit and than to IRS. Should Intuit (Quick Books) prompt us not to send a duplicate file, till the IRS send confirmation. 

All, I am trying to send the w2 data to IRS, as efile

Hi there, @jitu1049.

Allow me to provide clarification on your concern about resending the W-2s form to the IRS.

Based on the compliance in submitting forms, you can only send them once to the IRS or States. Thus, resending the W-2s form twice or thrice would be rejected. The only way to re-submit the form is to file it manually outside QuickBooks.

However, since the first submission was accepted by the IRS, I recommend reaching out to our QuickBooks Support Team. This way, they can further check on the status and review if you can still send the W-2s form as efile. To reach them, you can follow the steps below:

1. Go to the Help icon and select QuickBooks Desktop Help.
2. Click Contact Us.
3. Write your concerns in the description box, then select Continue.
4. Select which one of the support options you'd like to use.

You might also want to learn more about preparing and filing the W-2 forms. This article will provide more details: How to Understand and Fill Out a W2.

Keep in touch if you need further assistance submitting W-2 forms. I'm always around if you need any help, @jitu1049.

Was able to retrieve from Saved Filings the W-2 state forms efiled to IRS, but not able to correct a W-2 that had wrong info 

Patti Bethune

First Baptist Church-Darien, GA

[email address removed]

I can help you with preparing a W-2c and W-3c in QuickBooks, @Patti-Fbc.

You'll just have to prepare Forms W-2c, Corrected Wage and Tax Statement, and W-3c, Transmittal of Corrected Wage and Tax Statements. Then, file them manually to Social Security Administration (SSA).

Follow the steps below:

1. Go to the Employee menu and then proceed to the Payroll Center.
2. Click on the File Form tab and choose Annual Form W-2c/W-3c - Corrected Wage and Tax Statement, then Create Form.
3. Select the employee’s last name and click on OK.
4. Choose the employee(s) who require a W-2c form. Select Review/Edit.
5. Set an answer to the question: Have you made the W-2 corrections in QuickBooks Desktop?
6. Review each page and select Next as needed.
7. Check the box Check if this is a W-2c (corrected W-2).
8. 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.
9. 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.

From here, you can print it on perforated paper only (not pre-printed).

Refer to the following article for more information about what to do if you or your employee finds a mistake on their W-2: Fix an incorrect W-2.

You might also want to check this article for reference in case you need to learn how to enter historical payroll data.

Let me know if you have other queries in managing your forms. I’ll be around to answer them for you. Have a great rest of the day!

greetings,

the social security admin said i can upload W2 files but they must be in txt format. what format does quickbooks automatically do for W2s? and if it is a pdf, how can i convert them to txt format?

thank you,

anne [removed last name]

parker-lusseau pastries, inc

monterey, california

Hello, Anne. 

I'll share some details about the current W-2 format in QuickBooks Desktop. 

Generally, QuickBooks saves the federal W-2 forms as a PDF file. Though, we're unable to set the format to a .txt file. 

However, we could use a converter and convert the W-2 PDF files to .txt format and give them to your social security admin. 

We can look for a converter in our QuickBooks Desktop app store: https://desktop.apps.com/home.

Alternatively, we can look for one in Google and see if there are any similar apps in converting your W-2 PDF files. 

Let's also keep in mind that state W-2s may have an option to be saved as a .txt format. Though, this depends on the state tax compliance. 

I'll add this article in case you need more details in filing or creating your W-2 forms (also includes a link to the FAQs): File your state W-2s with Quickbooks Desktop Payroll Enhanced. 

Need to verify and check your employees' year-to-date data for the next tax period after getting your W-2 forms? Take a look at this article if you need a guide: Create a payroll summary report. 

I'd like to help you out again, so don't forget to visit here if you have other questions regarding your W-2 or other payroll forms.

Also, let me know if you have questions about managing your employees, entries and other things in QuickBooks. Hoping to work with you again soon. 

Has anyone figured out the work around the 10-mill mark?  This is our first year encountering the issue, and was just seeing if anyone out there was willing to share what they did.

Did anyone switch to another program or find one that goes over the 10 mil?

HEY 

I'm from Louisiana and i have two questions:

1- is there any way to double check that the IRS accepted the efile like a website or something to check the status other than QB.

2- the state require us to file the w-2 and state withholdings on separate website (L-3), and the QB doesn't offer that service, is W2 EFILE enough or i have to go to the state website.

Thank you,

Hello there, ASHRAF BARAAWI.

I'm here to share more information about checking the e-file status.

First, since you use the QuickBooks E-File service, you can track the status through your QuickBooks account only. However, I'd still recommend looking for an application that can help track the tax filing status. You can visit this link to search for an application: Intuit Applications.

Lastly, if you use QuickBooks Online Payroll Core, Premium, or Elite, your state W-2s are automatically filed with your Federal W-2s. That said, there's no need to go to a state website. When you e-file, your W-2s are sent to the SSA and state agencies.

I've added this article for some FAQs about W2 filing: How to Understand and Fill Out a W2.

Keep me posted when you have questions about filing taxes.

We have always efiled our tax deposits, but we have tried to get approved for efiling 941s and W2s.  They will not approve because we either are already approved or our name doesn't match. 

When I chose to efile, it made me "register".  What can we do?

Thanks for becoming part of the Community, secretary123.

Since you're having trouble using your e-filing account which already exists, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment and conduct further research with you.

They can be reached while using QuickBooks.

Here's how:

1. In your top menu bar, go to Help, then QuickBooks Desktop Help.
2. Click Contact Us.
   
3. Enter a brief description of the issue in our Ask a question (or tell us what's wrong) field, then hit Continue.
   
4. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

Be sure to review their support hours so you'll know when agents are available.

If there's any additional questions, I'm just a post away. Have an awesome Friday!

We have also reached the same issue for the first time with payroll exceeding $10 million.  It appears there is no work around with QB - very disappointed in them not dealing with this.  We are looking at IRS approved software to see if we can e-mail.  Not being able to even run the W2 filing report makes things a little more difficult to reconcile.  When I find a software that I think will work, I'll post on this blog.

I have QB Desktop with enhanced payroll and I can not get the correct format to file my W2s to the state of Rhode Island. Can someone help with that. 

Yes, splitting the W2's into batches works, and each batch can be e-filed.

But the Form 940 cannot. So we have to calculate and complete the 940 outside of QB. Which is real fun when there is health insurance, retirement plans, SCorp Owner health ins, etc.

No work around. No help.

Good luck!

are the w2 forms in the EFW2 format