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Understand the timing for your W-2s

by Intuit190 Updated 1 week ago

Learn how and when your W-2s are filed, sent to your employees, and when you and your employees can view and print them if needed.

We’re all eager to get our W-2s as soon as possible. There are several key dates to know when it comes to W-2s.

Select your QuickBooks Payroll service below to learn more about these key tasks and dates.

Note: Not sure which payroll service you have? Here's how to find your payroll service.

Opt in or out of paperless W-2s

If you use QuickBooks Online Payroll, your employees can opt out of a mailed copy of their W-2 through QuickBooks Workforce now through January 3.

Step 1: Preview your W-2s before they’re filed

Preview your W-2s before they’re sent to the government and your employees. If you find an error, fix it and avoid a W-2C. You can preview W-2s anytime of the year.

Preview your W-2s before they’re sent to the government and your employees. If you find an error, fix it and avoid a W-2C. You can preview W-2s November 7 through December 15

Step 2: File W-2

Who files your W-2s and when depends on your automated taxes and forms selection.  

  • If automated taxes and forms are on, that means we’ll do it for you automatically shortly after January 1.  
  • If automated taxes and forms are off, you can file them yourself electronically through QuickBooks on or after January 1.  

If you need to see your automated taxes and forms selection: 

  1. Go to Settings.
  2. Select Payroll Settings
  3. From Taxes and forms, select Edit

Note: You can’t change this setting in January. 

We file your W-2 forms for you with the SSA and IRS shortly after January 1.

You need to file your W-2s electronically or manually on or after January 1.

Step 3: Deliver W-2s to employees

Who delivers your W-2s and when depends on your automated taxes and forms selection.

If you need to see your automated taxes and forms selection: 

  1. Go to Settings.
  2. Select Payroll Settings
  3. From Taxes and forms, select Edit

Note: You can’t change this setting in January. 

If your automated taxes and forms setting is ON

We'll mail the W-2s to your employees' mailing addresses (for those who opted for a mailed copy) via USPS starting January 16 through January 31.

Additional fees apply for us to mail W-2 copies to your employees. To avoid additional fees, you can:

Print your W-2s yourself and give them to your employees (must be changed by January 3 to avoid the fees)

Note: Per IRS regulations, your employees must receive paper copies of their W-2s, unless they opt for a paperless W-2.

  1. Go to Settings ⚙, then Payroll Settings.
  2. From Form W-2 printing, select Edit ✎.
  3. Choose I'll print and mail W-2s to my employees.
  4. You can invite your employees to opt for a paperless W-2 from here if you want.
  5. Print your W-2s.

OR, Invite your employees to opt for a paperless W-2

Invite your employees to opt for a paperless W-2. Then your employees can view and print their own W-2 from QuickBooks Workforce.

If your automated taxes and forms setting is OFF

You’ll need to print and send the W-2s to your employees who want a mailed copy. Make sure to postmark your W-2s by January 31.

You have two options for W-2 delivery to your employees:

Option 1: Self-Print

Option 2: Intuit Print Service

  • We mail W-2s to your employees’ home addresses for you starting January 16 through January 31.
  • Additional fees apply.

To select/change your W-2 print option (by December 31):

Follow this link to complete the steps in product Open this link in a new window

  1. Select the File Forms tab.
  2. Select View/Print Forms & W-2s.
  3. Enter your Payroll PIN.
  4. The default option is Intuit Print Service. If you want to change to Self-Print,
    • Select the Change W-2 printing option link.
    • Select Self-Print.

Note: You can't change this option from January 1 through February 15.

You’ll need to print and send the W-2s to your employees. Make sure to postmark your W-2s by January 31.

Step 4: Access  W-2s in your payroll product to print

When W-2s are available in your payroll product to print depends on your automated taxes and forms selection.

  • If automated taxes and forms are on, you can view and print your W-2s starting January 15. 
  • If automated taxes and forms are off, You can view and print your W-2s starting January 1. 

If you need to see your automated taxes and forms selection: 

  1. Go to Settings, then Payroll Settings
  2. From Taxes and forms, select Edit

Note: You can’t change this setting in January. 

Your W-2s will be available to view and print in the Payroll Tax Center on January 10.

You can view and print your W-2s starting January 1.

Step 5: W-2s available in QuickBooks Workforce for employees to see and print

Your employees can view and print copies of their W-2s from QuickBooks Workforceonce your W-2s have been filed.

Result

You and your employees will have timely access to accurate W-2s, either mailed or digitally delivered, based on your preferences.

Related Links

QuickBooks Desktop Payroll AssistedQuickBooks Desktop Payroll BasicQuickBooks Desktop Payroll EnhancedQuickBooks Desktop Payroll StandardQuickBooks Online Payroll CoreQuickBooks Online Payroll EliteQuickBooks Online Payroll Premium