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DON1916
Apr 15, 2020 10:49 PM UTC
Solved

Federal form 941 for last year, last quarter.

How can I create, print, and save a federal form 941 for last year, last quarter after already downloading a payroll update?

MaryLurleenM
MaryLurleenMAnswer
Apr 16, 2020 9:36 PM UTC

Hello there, DON1916,

 

The forms in QuickBooks Desktop is already updated for 2020. Creating a form for the last quarter of 2019 is already unavailable.

 

You can download the 2019 version of the form on the IRS website. Then, manually file the form. You can visit this Prior Year Products section on the IRS website.

 

Lastly, here's an article you can read to learn more about filing your 941 tax form: File Quarterly Tax Forms.

 

Let me know if you need further assistance.

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19 replies

AlexV
AlexV
Apr 15, 2020 11:45 PM UTC

Let me show you how to generate 941 Form for last year, DON1916.

 

In QuickBooks Desktop, it's very easy to pull up previous tax forms. We just need to select the correct filing period and QuickBooks Desktop will automatically provide it to you. You can follow these steps:

  1. From the Employees menu, select the Payroll Center.
  2. Under the File Forms tab, select the 941 and click on Create Form.
  3. On the pop-up, select the correct Quarter or the Quarter Ending date. Then, click OK.

When the Payroll Tax Form pops-up, you'll see the Save and Close, Save as PDF, and Print. You can click any of those so you can print and save it. You can also refer to this article for more details: Process, print, and save QuickBooks Desktop Payroll tax forms.

 

I've added this link if you need assistance with printing issues.

 

Keep on posting if you need more help from me. Wishing you all the best! Take care!

    CVMO
    Jan 24, 2024 8:56 PM UTC

    Thanks for your input.

    Appreciate it!

    Just made it on time for my deadline.

    SheandL
    Jan 24, 2024 9:08 PM UTC

    Hello there, @CVMO. 

     

    It's nice to hear that my colleague's answer has resolved the issue you're having. Don't hesitate to post in this forum if you have other concerns.

     

    Please know that we're always here to offer assistance anytime. The Community space is always here for you.

    DON1916Author
    Apr 16, 2020 5:11 PM UTC

    Your information puts me on the right track, but I am trying to create a form 941 for the last quarter of 2019 (I overlooked doing it earlier), and I have already installed new updates. What I need to know is if there is some way I can create that 941 for last year from scratch and have it show the correct dates and information.

    Thank you for your help,
    Don1916

    Anna S
    Anna S
    Apr 16, 2020 7:37 PM UTC

    Allow me to chime in, @DON1916.

     

    I hope you're having a wonderful week. You can enter historical tax payments for previous years by following these steps:

     

    1. Navigate to the Help menu and push About QuickBooks.
    2. Press Ctrl + Alt + Y or Ctrl + Shift + Y to open the Setup YTD Amounts window.
    3. Hit Next until you reach the Enter prior payments screen.
    4. Choose Create Payment and enter all previous payroll tax and non-tax payroll liability payments you made last year.
    5. Pick the Payment Date and For Period Ending date accordingly.

     

          6. In the Taxes and Liabilities field, select the payroll tax item that you've already paid and enter the amount (note: you can add a memo to remind you what the payment is for).

     

          7. Push Accounts Affected to display options for how you want the payment to affect your Chart of Accounts.

     

    • Do not affect accounts: Use this option if your QuickBooks accounts have correct balances. Selecting this option will cause the prior payment to not show up in the bank register.
    • Affect liability accounts but not the bank account: Use this option if your checking account has the correct balance. The prior payment won't show up in the bank register.
    • Affect liability and bank accounts: Use this option if none of the account balances are correct. Selecting this option will cause the prior payment to show up in the bank register.

     

         8. After you have completed the steps to add your first payment, you can hit Next Payment and continue the process to add more payments. Press Done to save your work and Finish to close the window.

     

    Now your prior payments are entered, and you can get back to business. You may find this article about entering historical tax payments helpful too.

     

    I'm only a post away if you have any other questions. Enjoy the rest of your week!

    DON1916Author
    Apr 16, 2020 8:42 PM UTC

    The instructions from Anna S. appear to get me closer to where I need to be, but I don't see them showing me how I would be able to create a form 941 report for Q4/2019.  I have the amounts entered into my account, and have made the payment; I just haven't filed the report.  When I go to the "process payroll forms" screen under the Employees section, it will only allow me to create a 941 for 2020, while I need one for 2019.  Will this process allow me to do that?

     

    Thanks,

    Don1916

    MaryLurleenM
    MaryLurleenMAnswer
    Apr 16, 2020 9:36 PM UTC

    Hello there, DON1916,

     

    The forms in QuickBooks Desktop is already updated for 2020. Creating a form for the last quarter of 2019 is already unavailable.

     

    You can download the 2019 version of the form on the IRS website. Then, manually file the form. You can visit this Prior Year Products section on the IRS website.

     

    Lastly, here's an article you can read to learn more about filing your 941 tax form: File Quarterly Tax Forms.

     

    Let me know if you need further assistance.

      cwstorie
      Jun 19, 2020 3:53 PM UTC

      It is EXTREMELY annoying that QB does not let you file previous year forms... disk space is so cheap now that it would be no problem for them to include a year or two of previous forms and would be very useful to many QB users.

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