Wiki source code of W-2/1095/1099 Corrections (Web)
Last modified by renae g on 2025/09/02 17:44
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| 1 | (% style="line-height:1.32; background-color:#ffffff; margin-top:11px; margin-bottom:11px" %) | ||
| 2 | ====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)If a filing has been submitted with an error, re-open the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**W-2/1099 Preparer**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) from the accounting software by following the steps below:(%%) ====== | ||
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| 4 | * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)First, access the history of the filing to process any corrections; this can be done one of (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**two (2) ways**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): | ||
| 5 | ** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)To access the history for W-2s/1099s, (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**(1) Select the report**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**from the "Form Selection"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) window. | ||
| 6 | ** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Or (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**(2) Choose the existing reports or form type**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"History"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). | ||
| 7 | *** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Select (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"OK"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Accept"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Next"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Generate"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), or (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Process"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). | ||
| 8 | *** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)The (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Open Reports"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) window will appear. Here, select the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Record Copy**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) of the W-2/W-3 or 1099 filing for the appropriate year. | ||
| 9 | *** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)You will see the status of (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Record"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) under the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Status"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) column. | ||
| 10 | *** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Once the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Record Copy**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) is selected, choose to (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Edit"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). | ||
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| 12 | (% style="line-height:1.38" %) | ||
| 13 | (% style="border:none; color:#000000; display:inline-block; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:163px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXco6UiW6CbaR8ni-H7PPftFIBydJhZcGR4MMeAcDSlecc9kdGZnGOWFqgMpVICFGJE8AaTOWEEHxMTktCznKA7zFhhK-hBdvNfzn1CNYm5-bbCLkHywAbL4jQCNqBpqs2e2y__J?key=cuNoc0AfZnvWGu0Xc8l03g||height="163" width="624"]] | ||
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| 15 | (% style="line-height:1.32; background-color:#ffffff; padding:8pt 0pt 8pt 0pt" %) | ||
| 16 | ====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Once at the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"History File Options"**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) dashboard, you will see a radio button next to the option (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Correct Completed"**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). Choose this option and then click (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Next"**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).(%%) ====== | ||
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| 18 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 19 | (% style="border:none; color:#000000; display:inline-block; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:427px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdiegi7EZLNpLKXYrzQHQisuNiQyAPOGeEtOeZSs-1h7K0osXyXmrSkOdrvXBYt_FFE1PhBOkPlNo9kBGVMgtJCq6M8B7UWalhxVST3mfQ3iEt3gzvj2jLAW-nGzBBwyY-n4PIF-w?key=cuNoc0AfZnvWGu0Xc8l03g||height="427" width="624"]] | ||
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| 21 | (% style="line-height:1.32; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 22 | ====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**The W-2/1099 Preparer will display.**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) Here you can change the employee/recipient information. Any data that is changed will change that cell border(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** "green"**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) and the far left row number will turn (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"green"**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).(%%) ====== | ||
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| 24 | (% style="line-height:1.32; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 25 | ====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: All the same error checking performed in the Preparer on the original submission applies again.**(%%) ====== | ||
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| 27 | (% style="line-height:1.32; background-color:#ffffff; margin-bottom:11px" %) | ||
| 28 | ====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:9pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)For additional information on changing employee/recipient data:(%%) ====== | ||
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| 30 | * [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Employee/Recipient Data Corrections and Copies>>doc:Web.Year-end, W-210951099 Questions.History, Saving, and Corrections (Web).EmployeeRecipient Data Corrections and Copies (Web).WebHome]] | ||
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| 32 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 33 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)To change any company information, like account numbers, click on the Company button at the top right of the window. Once any changes are made, click (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Next"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) until the company setup closes. | ||
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| 35 | (% style="line-height:1.32; background-color:#ffffff; margin-bottom:11px" %) | ||
| 36 | ====== (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: Make sure to change any account numbers also in your payroll software to make sure they pass correctly in the future. **(%%) ====== | ||
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| 38 | * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)For more information: | ||
| 39 | ** [[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Preparer Functions>>doc:Web.Year-end, W-210951099 Questions.Processing and Form Introduction (Web).Preparer Functions (Web).WebHome]] | ||
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| 41 | * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)When you have completed all changes, click (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**"Next"**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), and the action list will appear. The action list is created based upon the type of W-2/1099 copies previously completed, what was changed in the W-2/1099 Preparer, and the current status of the eFiling. All this information is compiled through the software to determine what needs to be completed for the corrections made. | ||
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| 43 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 44 | (% style="border:none; color:#222222; display:inline-block; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; height:428px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXd0bmUToip8FardTqSFrOePPaYcXylUeFVq89sdRP9CVVzd1RrXJQhbi4ux8GsGc1cZU0g40fhzSgyD65wrmKmEGeqKbB63TBBMqSloUEo3UWwHiMmI-itYbXCmixoh8cuTnQPiAw?key=cuNoc0AfZnvWGu0Xc8l03g||height="428" width="624"]] | ||
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| 46 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 47 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)When past the action list, the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Forms Viewer**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) displays. The forms will begin to display in the same order as displayed on the action list. | ||
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| 49 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 50 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: The forms displayed are determined based on what has already been processed** | ||
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| 52 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 53 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)When you are done in the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Forms Viewer**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %), the (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**eFile Wizard**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) will appear. Enter the username and password to eFile and submit the corrections. | ||
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| 55 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 56 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)After submitting, you will receive a (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**new AFID**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). | ||
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| 58 | (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %) | ||
| 59 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If the eFile Center has not submitted the filing to the agency there is no charge to send a replacement filing.** | ||
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| 61 | (% style="line-height:1.38; background-color:#ffffff; margin-bottom:11px" %) | ||
| 62 | (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If the filing has been submitted, there is a charge per corrected employee only.** | ||
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