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Bec2
Level 1

How do I override box 20 on the W2 form? Using Quickbooks Core

I use Quickbooks Core and I can not figure out how to change box 20 for employees who have paid taxes to a specific city. It appears QB is using part of the city name, which is actually a different city all together.  So it looks like they paid to a totally different city then what they actually did.  I have researched this and it says to go to "gear icon" then "payroll settings" then "local taxes" but I do not show a local tax section.

 

4 Comments 4
Kevin_C
QuickBooks Team

How do I override box 20 on the W2 form? Using Quickbooks Core

Thank you for posting here in the Community, @Bec2. I can provide you with some information about the W-2 forms in QuickBooks Online Payroll.

 

If you're auto pay and file is turned on, since we file your W-2s for you, you’ll need to contact us to request a correction. We’ll fix it, file a W-2c form with the SSA, and mail the W-2c to your employee. You’ll also receive a copy. The expert you speak with will be able to tell you when you and your employee should expect to receive the W-2c.

 

Meanwhile, if you've turned off auto pay and file then you'll find the mistake before you file your W-2s. Then you don’t need to create or file a W-2c form. You can follow these steps:

 

  1. Fix the issue with your product.
  2. File your W-2 forms as you normally would.

 

Moreover, if you find a mistake after you file your W-2s, then you need to create and file a W-2c form with the Social Security Administration manually. To do this, see the General Instructions for Forms W-2c and W-3c section in General Instructions for Forms W-2 and W-3. You can fix the issue in your product, then use any payroll reports you need to fill out the W-2c form.

 

Importantly, there are some things on the W-2 that cannot be fixed after you file your W-2 forms:

 

  • Employee prefix (Mr., Mrs., etc.)
  • Employee address
  • Business address

 

For detailed information about this, see this article.

 

Additionally, if you want to view and print your W-2 forms and send some copies to your employees, you can visit this article: Print your W-2 and W-3 forms.

 

I appreciate you taking the time to visit us here today, and I look forward to your response. Have a great day ahead!

Bec2
Level 1

How do I override box 20 on the W2 form? Using Quickbooks Core

I do the taxes myself.  I don't need to do a W2c as I have not provided employees with the W2 yet.  Some employees worked in a city that required them to pay taxes for working there.  The city has a longer name and Quickbooks is only using the first 6 letters of the city.  The first 6 letters spell out an actual city, which the employees did not work in that one.  How do I change the "code" quickbooks listed in box 20.  (I don't want to call and stay on hold for 3 hours.  The previous Quickbooks program I used was so much easier.  I was forced to switch to Core.) 

LeizylM
QuickBooks Team

How do I override box 20 on the W2 form? Using Quickbooks Core

Thanks for getting back to us, Bec2.

 

I want to make sure your local taxes are reported correctly to your W-2 form.

 

Here's how: 

  1. Click Settings ⚙, then select Payroll Settings.
  2. Choose Tax Setup.
  3. In the Local Tax Information section, click Tax code to appear on W-2 forms.
  4. Update W-2 code, and select OK.

After updating the code, you can now submit the W-2 forms of your employee.

 

However, if you're unable to add the local tax code, I suggest contacting our payroll support. They have availability to enter the code in a safe environment. 

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

You can check out this article for our most updated contact information and scheduled hours: Support hours and types.

 

Visit this article for future reference on how boxes of W-2 forms work in QBO: W2 form boxes explained.

 

We're always here if you have other questions when working with your tax forms. Have a great day!

Bec2
Level 1

How do I override box 20 on the W2 form? Using Quickbooks Core

I'm beginning to wonder if anyone in Quickbooks there is trained in Core.  As I stated above, there is no section for Local Tax. This is soooooo frustrating!!!!!  

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