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Paying employees is one of the biggest expenses for a company and there withholding and paying payroll taxes requirements. And there are tax forms that must be filed and given to the employee. With it comes complex tax withholding, filing, and reporting requirements that vary based on business size, location, and employee details. Understanding these things and knowing how much to withhold, how often to pay, and what forms to file and what information to include is sometimes overwhelming.
Even with careful checks, errors or omissions can still occur in tax forms. This session covers how to amend W-2 and 941 forms, including the correct process, timelines, and requirements for notifying employees and relevant government agencies.
This webinar covers how to correct these forms accurately and on time, including requirements for federal, state, and local agencies. It also helps you understand common scenarios that lead to amendments and how to avoid costly penalties by staying compliant.
· What amendments require a W-2C or a W-2 correction
· Timing for filing amendments
· What forms to use for 941 corrections
· Common errors for W-2’s
· When to send in corrections to the SSA
· Underpayment corrections to 941
· Overpayment corrections to 941
· Overpayment of FICA Taxes
· Common errors on Current W-2 forms
· Differences in W-2C and Corrected W-2
· 941 Corrections
· Timing of filing these forms
· Statute of Limitations on corrections
· Corrections to Employee Name or Address
· Corrections to 940 Form
· Other Considerations
Amending tax returns is sometimes unavoidable, even with the best processes in place. This course provides a clear understanding of how to handle amendments for employee W-2s and quarterly 941 returns, including the key information required to file them accurately. It also covers common errors found in W-2 forms and how to address them, along with guidance on handling state and local tax amendments.
You’ll gain practical insight into managing both current and prior-year corrections, including where to submit amended forms and when reporting to agencies like the SSA is required. The session also highlights the risks of improper amendments — such as penalties, interest, and follow-up inquiries due to — and offers best practices to help payroll professionals stay compliant and minimize errors in the future.
We will also discuss the recent updates to the W-2 for the OBBBA legislation that went into effect for TY 2025. Learn more about what must be reported to your employees on the 2026 W-2 for Qualified Overtime and Tips.
· Payroll Professionals
· Small Business Owners
· Bookkeepers
· Managers
· Tax Professionals
Debbie Cash, CPP is a Business Analyst-Implementation at G&A Partners. She collaborates with Clatid Compliance to provide trainings on payroll and human resources. She was formerly a Payroll Tax/Time and Attendance Specialist at Employer Advantage LLC. G&A Partners is a Professional Employer Organization (PEO) that offers payroll, human resources, benefits management, risk management, and accounting services for businesses and they recently acquired Employer Advantage LLC a former PEO. She has been with the organization since 2006.
Debbie earned an associate's degree in Accounting from MSSU in 1985 and a bachelor's degree in General Business from MSSU in 2006. She obtained her Certified Payroll Professional Certification in October 2006. She has 30+ years of experience processing payroll and payroll taxes for various different companies and professions.
Debbie worked as a Payroll Specialist at Missouri Southern State University from 1993 to March 2006. She attended the International Tax Conference in Wisconsin in 2005 and specialized in International Tax for Student Visa’s. She also worked for Joplin R-8 School District from 1990 to 1993.
Clatid is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit - portal.shrm.org.
This webinar has been approved for 1.0 HR (General) re-certification credit hours toward California, GPHR, HRBP, HRMP, PHR, and SPHR recertification through the HR Certification Institute.
The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for re-certification credit.
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