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TeamTina
Level 2

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

I just ran an Employee Withholding report because a few employees have asked why little to no Federal Income Tax is being withheld.  Every employee has been updated to the 2020 and Later W-4 within the last year.   Today is the first time I ran an Employee Withholding report.  It is showing the number of deductions employees claimed on pre-2020 forms.  There is no way I can find to edit this to get rid of this since we can't go back to previous forms once we've updated to 2020 and Later.  Could this be why so many people are saying QB isn't taking out the correct amount of Federal taxes anymore?  Now what?  I have employees that have drastic changes in deductions from previous years and I need to be able to fix this. Any ideas?

Solved
Best answer January 13, 2021

Best Answers
Mark_R
QuickBooks Team

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

Hi there, @TeamTina.

 

I want to make sure this is taken care of, and I'd like to route you to the best support group available to get this addressed right away.

 

Since updating the information from the 2020 and Later W-4 doesn't exclude the Federal Allowances, I suggest contacting our QuickBooks Support Team. This way, they can further check on your account in a secure environment and help you edit the previous Federal Allowances on the file. They can also provide additional information about the new Federal W-4.

 

To reach them, please follow the steps below:

 

  1. Open your QuickBooks Desktop (QBDT) software.
  2. Go to the Help menu, then select QuickBooks Desktop Help.
  3. Click Contact Us.
  4. Enter a brief description of your issue, then click Let's talk.
  5. Then choose your preferred way to connect with them.

Here's an article for more details: Contact QuickBooks Desktop support.

 

Also, you might want to read these articles to learn more about the new changes to the Federal W-4:

 

Please know you can continue to reach me here with any additional questions about the new W-4. Thanks for coming to the Community, wishing you continued success.

View solution in original post

10 Comments
Mark_R
QuickBooks Team

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

Hi there, @TeamTina.

 

I want to make sure this is taken care of, and I'd like to route you to the best support group available to get this addressed right away.

 

Since updating the information from the 2020 and Later W-4 doesn't exclude the Federal Allowances, I suggest contacting our QuickBooks Support Team. This way, they can further check on your account in a secure environment and help you edit the previous Federal Allowances on the file. They can also provide additional information about the new Federal W-4.

 

To reach them, please follow the steps below:

 

  1. Open your QuickBooks Desktop (QBDT) software.
  2. Go to the Help menu, then select QuickBooks Desktop Help.
  3. Click Contact Us.
  4. Enter a brief description of your issue, then click Let's talk.
  5. Then choose your preferred way to connect with them.

Here's an article for more details: Contact QuickBooks Desktop support.

 

Also, you might want to read these articles to learn more about the new changes to the Federal W-4:

 

Please know you can continue to reach me here with any additional questions about the new W-4. Thanks for coming to the Community, wishing you continued success.

View solution in original post

NovirFIN
Level 1

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

Hello, I am also having a similar issue.  By using the 2020 and Later section, one of my employees does not have federal taxes taken out, while others (who have the 2019 or later) do.  Was this purely a tax change issue, and not a QB issue?

 

Thank you.

BLmahnke
Level 2

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

I'm curious what you did to solve this problem. All of our employees with 2020 and newer w-4still have their federal withholding allowances on the Employee withholding report and no way to edit those in the employee file.   The QB chat person I chatted with for over an hour said this information does still affect their federal withholding as well as the new 2020 w-4 information.   This seems completely wrong.   The new w-4 information should over ride the old.

GlinetteC
Moderator

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

Hello, BLmahnke. I can help share additional information about how the new 2020 W-4 form impacts your income tax withholding.

 

In the 2020 W-4, withholding allowances are removed. Instead of claiming withholding allowances to reduce federal income tax withholding, your employees can now claim dependents or other deductions on the form. You can refer to the IRS website for more detailed information: FAQs on the 2020 Form W-4.

 

You can read through these articles for more detailed information: 

 

 

I'll be around if you have additional questions about W-4 in QBDT.

BLmahnke
Level 2

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

My question is more of why do the Federal allowances still show up on the report titled Employee Withholding.    Thank you for your help.

Bonnie

Angelyn_T
QuickBooks Team

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

Thank you for getting back, BLmahnke.

 

I'm here to share with you some information about federal allowances and your Employee Withholding report.

 

The Employee Withholding report displays your employees' information such as dependents, filing status and others including the federal allowances. If you want to exclude some columns from your report. You can go to the Customize Report tab. 

 

If there are incorrect allowances displayed on the report, you can modify them through the employee's profile. Here's how:

 

  1. Go to the Employees tab, then tap on Employee Center.
  2. Select the employee's name, then click on Payroll Info at the left pane.
  3. Tap on Taxes, then edit the allowances under the Federal column.
  4. Hit OK.

 

For more hints about handling your employees and reports, you can open these articles:

 

 

Once everything is corrected, you're now ready to process payroll with their new withholdings and allowances. For additional tips, you can review the topics from this link: Help on common payroll topics.

 

If you have any other payroll questions, let me know by adding a comment below. I'm more than happy to help. Have a good one!

BLmahnke
Level 2

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

The employee in question has a 2020 and later w-4 with 0.00 for his dependents.  Once the newer w-4  is selected, you can no longer adjust the number of federal allowances, yet it still shows that he has 6 in the column Federal Allowances in the report titled Employee Withholding.   

flyingplow
Level 2

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

This is not applicable to the 2020 and later W4

 

flyingplow
Level 2

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

It seems like it is only the 'married, filing jointly'. When I change them to 'filing single', it is correct. This is definitely a QB glitch, not user error. It surprised us with a huge tax bill at the end of 2020. 

 

Archie_B
QuickBooks Team

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

Hello there, flyingplow.

 

I'd like to share what I know about the W-4 in 2020 updates.

 

The number of withholding allowances are removed from the 2020 W-4. With the new tax table update, QuickBooks calculates the federal income tax based on the employee's claim dependents or other deductions on the form.

 

I've added these articles that you can use to get more information:

 

 

You may also get in touch with our support team that can securely check your set up for your employees.

 

Let me know if you still have questions or clarifications about W-4. I'm always here to help. Have a great day!

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