Wiki source code of W-2/1099 Corrections

Last modified by Derek K on 2024/02/07 22:29
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1 ====== If a filing has been submitted with an error, re-open the **W-2/1099 Preparer** from the accounting software by following the steps below: ======
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3 * First, access the history of the filing to process any corrections; this can be done one of **two (2) ways**:
4 ** To access the history for W-2s/1099s, **(1) Select the report** **from the "Form Selection"** window.
5 ** Or **(2) Choose the existing reports or form type** **"History"**.
6 *** Select **"OK"**, **"Accept"**, **"Next"**, **"Generate"**, or **"Process"**.
7 *** The **"Open Reports"** window will appear. Here, select the **Record Copy** of the W-2/W-3 or 1099 filing for the appropriate year.
8 *** You will see the status of **"Record"** under the **"Status"** column.
9 *** Once the **Record Copy** is selected, choose to **"Edit"**.
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11 [[image:W2-1099_Corrections_01_-_New.png||alt="Learn how you can correct already completed filings."]]
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14 ====== Once at the **"History File Options"** dashboard, you will see a radio button next to the option **"Correct Completed"**. Choose this option and then click **"Next"**. ======
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16 ====== ======
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18 [[image:KumilpS.png||alt="Learn how you can correct already completed filings."]]
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21 ====== **The W-2/1099 Preparer will display.** Here you can change the employee/recipient information. Any data that is changed will turn** "blue"** and the far left row number will turn **"green"**. ======
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23 ====== **Note: All the same error checking performed in the Preparer on the original submission applies again** ======
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25 ====== For additional information on changing employee/recipient data: ======
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27 * [[Employee/Recipient Data Corrections and Copies>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .EmployeeRecipient Data Corrections and Copies.WebHome]]
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29 To change any company information, like account numbers, go to the **"Edit"** menu located in the top left corner and choose to **"Company Info"**. Once any changes are made, click **"Next"** until the company setup closes.
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31 (((
32 ====== **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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34 * For more information:
35 ** [[Preparer Functions>>url:https://customer.aatrix.com/index.php/support/knowledgebase/windows/us/year-end/form-intro/functions]]
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37 [[image:https://customer.aatrix.com/files/4814/4294/8056/W2-1099_Corrections_03_-_New.png||alt="Learn how you can correct already completed filings."]]
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40 * When you have completed all changes, click **"Next Step"**, 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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42 [[image:YFKU6NC.png||alt="Learn how you can correct already completed filings." height="508" width="556"]]
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44 When past the action list, the **Forms Viewer** displays. The forms will begin to display in the same order as displayed on the action list.
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46 **Note: The forms displayed are determined based on what has already been processed**
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50 When you are done in the **Forms Viewer**, the **eFile Wizard** will appear. Enter the username and password to eFile and submit the corrections.
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52 [[image:https://customer.aatrix.com/files/6414/4295/2866/W2-1099_Corrections_05_-_New.png||alt="Learn how you can correct already completed filings."]]
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55 After submitting, you will receive a **new AFID**.
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57 **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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59 **Note: If the filing has been submitted, there is a charge per corrected employee only.**
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61 ----
62
63 == Related Pages: ==
64
65
66 === [[W-2C Information>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-2C Information .WebHome]] ===
67
68 ====== Read more on W-2C and corrections. ======
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70
71 === [[Corrected 1099 Information>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .Corrected 1099 Information.WebHome]] ===
72
73 ====== Read more on Corrected 1099's. ======
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75
76 === [[Employee/Recipient Data Corrections and Copies>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .EmployeeRecipient Data Corrections and Copies.WebHome]] ===
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78 ====== Learn how to edit Employee/Recipient Information. ======
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80
81 === [[Saving and History>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .Saving and History.WebHome]] ===
82
83 ====== Learn how to save your work in progress and access your history. ======
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85
86 === [[W-2/1095/1099 Filing Deletion>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».History, Saving, and Corrections .W-210951099 Filing Deletion .WebHome]] ===
87
88 ====== Learn how to delete filings on the eFile Center. ======
89 )))