Last modified by Derek K on 2024/02/07 22:29
Show last authors
1 === **To Correct Employee/Recipient copies:** ===
2
3 * (((
4 ====== Choose the existing reports or form type **"History"** in your software. ======
5 )))
6 * (((
7 ====== Select **"OK"**, **"Accept"**,** "Next"**, **"Generate"**, or** "Process"**. ======
8 )))
9 * (((
10 ====== The** "Open Reports"** window will appear. Here, select the Record Copy of the W-2/W-3 or 1099 filing for the appropriate year. ======
11 )))
12 * (((
13 ====== You will see the **"Record"** under the **"Status"** column. ======
14 )))
15 * (((
16 ====== Once the Record copy is selected, choose to **"Edit"** the report. ======
17 )))
18
19 [[image:Emp-Rec_Data_CorCopies_01_New.png||alt="Learn how to edit Employee/Recipient Information."]]
20
21
22 * Select the radio button beside the **"Correct Completed"** option and click **"Next"**.
23
24 [[image:KumilpS.png||alt="Learn how to edit Employee/Recipient Information."]]
25
26
27 * The **W-2/1099 Preparer** will display.  Here you can change any of the employee/recipient information.
28 ** (((
29 ====== To change any values including names, addresses, and SSNs/ITINs, simply select the box in the correct employee/recipient row and just type in the new value.
30 \\**DO NOT** remove employees/recipients that are not being corrected. They need to remain in your filing. Only remove employees/recipients if they, in fact, did not need a W-2/1099 form from your company.
31 \\//**Note:** Once you change data in the Preparer the column and row will change to a Green color, this is also the indication that you are in correction mode.// ======
32 )))
33
34 * (((
35 ====== For any data you change, the cell values will turn **blue** and the far left column in the row of the employee's name will turn **green**. Keep in mind that all the same error checking done in the Grid applies again just as the first time you went through. ======
36
37 ======
38 For additional information on the Preparer functions: ======
39
40 * [[Preparer Functions>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.Preparer Functions.WebHome]]
41 )))
42 * (((
43 ====== Depending on the status of your filing, you might see a variation of the employee/recipient copies. Please read the following articles on the Knowledgebase. ======
44
45 * [[W-2C / W-2 Corrections>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-2C Information .WebHome]]
46 * [[Corrected 1099s>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .Corrected 1099 Information.WebHome]]
47
48 ----
49
50 == Related Pages: ==
51
52
53 === [[Saving and History>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .Saving and History.WebHome]] ===
54
55 ====== Learn how to save your work in progress and access your history. ======
56
57
58 === [[Corrected 1099 Information>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .Corrected 1099 Information.WebHome]] ===
59
60 ====== Read more on Corrected 1099's. ======
61
62
63 === [[State Corrections>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .State Corrections.WebHome]] ===
64
65 ====== Read more information about State Corrections. ======
66
67
68 === [[W-2/1095/1099 Corrections>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-210951099 Corrections .WebHome]] ===
69
70 ====== Learn how you can correct already completed filings. ======
71
72
73 === [[W-2C Information>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-2C Information .WebHome]] ===
74
75 ====== Read more on W-2C and corrections. ======
76 )))