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TeamTina
January 13, 2021
Solved

Using 2020 and Later W4, but Federal Allowances from previous W4s still showing up with no way to edit?

  • January 13, 2021
  • 3 replies
  • 0 views

I just ran an Employee Withholding report because a few employees have asked why little to no Federal Income Tax is being withheld.  Every employee has been updated to the 2020 and Later W-4 within the last year.   Today is the first time I ran an Employee Withholding report.  It is showing the number of deductions employees claimed on pre-2020 forms.  There is no way I can find to edit this to get rid of this since we can't go back to previous forms once we've updated to 2020 and Later.  Could this be why so many people are saying QB isn't taking out the correct amount of Federal taxes anymore?  Now what?  I have employees that have drastic changes in deductions from previous years and I need to be able to fix this. Any ideas?

    Best answer by Mark_R

    Hi there, @TeamTina.

     

    I want to make sure this is taken care of, and I'd like to route you to the best support group available to get this addressed right away.

     

    Since updating the information from the 2020 and Later W-4 doesn't exclude the Federal Allowances, I suggest contacting our QuickBooks Support Team. This way, they can further check on your account in a secure environment and help you edit the previous Federal Allowances on the file. They can also provide additional information about the new Federal W-4.

     

    To reach them, please follow the steps below:

     

    1. Open your QuickBooks Desktop (QBDT) software.
    2. Go to the Help menu, then select QuickBooks Desktop Help.
    3. Click Contact Us.
    4. Enter a brief description of your issue, then click Let's talk.
    5. Then choose your preferred way to connect with them.

    Here's an article for more details: Contact QuickBooks Desktop support.

     

    Also, you might want to read these articles to learn more about the new changes to the Federal W-4:

     

    Please know you can continue to reach me here with any additional questions about the new W-4. Thanks for coming to the Community, wishing you continued success.

    3 replies

    M
    Mark_RAnswer
    January 13, 2021

    Hi there, @TeamTina.

     

    I want to make sure this is taken care of, and I'd like to route you to the best support group available to get this addressed right away.

     

    Since updating the information from the 2020 and Later W-4 doesn't exclude the Federal Allowances, I suggest contacting our QuickBooks Support Team. This way, they can further check on your account in a secure environment and help you edit the previous Federal Allowances on the file. They can also provide additional information about the new Federal W-4.

     

    To reach them, please follow the steps below:

     

    1. Open your QuickBooks Desktop (QBDT) software.
    2. Go to the Help menu, then select QuickBooks Desktop Help.
    3. Click Contact Us.
    4. Enter a brief description of your issue, then click Let's talk.
    5. Then choose your preferred way to connect with them.

    Here's an article for more details: Contact QuickBooks Desktop support.

     

    Also, you might want to read these articles to learn more about the new changes to the Federal W-4:

     

    Please know you can continue to reach me here with any additional questions about the new W-4. Thanks for coming to the Community, wishing you continued success.

    B
    BLmahnke
    May 18, 2021

    I'm curious what you did to solve this problem. All of our employees with 2020 and newer w-4still have their federal withholding allowances on the Employee withholding report and no way to edit those in the employee file.   The QB chat person I chatted with for over an hour said this information does still affect their federal withholding as well as the new 2020 w-4 information.   This seems completely wrong.   The new w-4 information should over ride the old.

    G
    GlinetteC
    May 18, 2021

    Hello, BLmahnke. I can help share additional information about how the new 2020 W-4 form impacts your income tax withholding.

     

    In the 2020 W-4, withholding allowances are removed. Instead of claiming withholding allowances to reduce federal income tax withholding, your employees can now claim dependents or other deductions on the form. You can refer to the IRS website for more detailed information: FAQs on the 2020 Form W-4.

     

    You can read through these articles for more detailed information: 

     

     

    I'll be around if you have additional questions about W-4 in QBDT.

    N
    NovirFIN
    February 2, 2021

    Hello, I am also having a similar issue.  By using the 2020 and Later section, one of my employees does not have federal taxes taken out, while others (who have the 2019 or later) do.  Was this purely a tax change issue, and not a QB issue?

     

    Thank you.

    D
    DQ Mike
    May 9, 2022

    My question is what do we enter for Claim Dependents in the Taxes section for an employee base on the new W4.  My employee has 2 dependents so he lists $4000.00.   Do I enter $4000?  or 2 for kids?

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