I set up my account initially for my w2 income now set up account for my current 1099 income. How to switch to see previous data?

There are two ways to check your previous W-2 forms in your QuickBooks Online (QBO) Payroll account, wangyanliang. I’ll guide you through both ways.

If you processed and filed your W-2s through QuickBooks Online Payroll, here’s how to find them:

1. On the left menu, go to Accounting, then click the dropdown arrow under Payroll and choose Payroll Taxes.
2. Click the Filings tab.
3. Look for a section called Archived forms and filings located at the bottom of the screen.
   
   
   
   
4. From there, choose the year and select the W-2 Copies B, C, & 2 to view or print employee copies.

If you filed your W-2s manually, no worries, you can still run payroll reports to see all the wages, taxes, and deductions:

1. Go back to your dashboard and click Reports on the left.
2. Search for Payroll Summary.
3. Set the date range to when you paid your W-2 employees (like last year or a specific quarter).
4. That report will show you the totals that make up your W-2s.

If you have any other questions or need help with QBO Payroll, just come back here. We’re happy to help!

Hi, wangyanliang.

I wanted to follow up on your concerns and see if you were able to review your previous W-2 forms based on the resolution provided. Please let us know if everything is now working as expected or if you have any questions.

We’d be glad to provide further assistance. Looking forward to hearing from you.