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pamerickson
February 20, 2024
Question

Updating W-2

  • February 20, 2024
  • 1 reply
  • 0 views

My W-2's have already been filed and I just discovered an item that should have been added to taxable benefits for an employee.  Can you walk me through how to a) move the dollar amount from "Deferred charges" to payroll for that individual, and b) how to create a new W-2 once that's completed?

1 reply

S
ShyMae
February 20, 2024

Hello there, pam. I'm here to assist and route you to our designated support to correct your filed W-2. 

 

Before anything else, please know that who fixes your W-2 depends on your automated taxes and form settings.

 

Let's check first if your automated taxes are on or off.

 

  1. Hover to the Gear icon and select Payroll Settings.
  2. From the Taxes and forms section, click the Edit icon. 

 

I've attached a screenshot for visual reference.

 


You can contact our payroll support for corrections if your automated taxes and forms are on. Our team can help you correct the dollar amount from the deferred charges.

 

On the other hand, if your automated taxes and forms are off, you need to manually create and file W-2 C and W-3 forms directly to the IRS. You can generate a payroll report for reference to filling out the forms. To move the dollar amount, I recommend contacting our payroll experts. They'll be the ones to perform the adjustment.

 

For more information on the correction workflow, visit this article: Correcting Payroll in QuickBooks Online Payroll Core, Premium, and Elite. 

 

Additionally, you can print both your current W-2 forms and those from the previous year. This feature is handy if you prefer hard copies of essential documents.

 

Tap the reply button below for inquiries or concerns about updating and correcting W-2 forms. I'll do my utmost to provide you with guidance and support. 

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