1-800-507-1992 | sales@realtaxtools.com

Correcting W-2s for Late Payroll Adjustments

Late payroll adjustments, such as bonuses or commissions paid after the W-2 was originally filed, require a corrected W-2c. This ensures the employee's total wages for the year are accurately reported to the SSA.

Step-by-Step Instructions

1. Open W2Correction Mate and either create a new company or open an existing one.
2. Click on the W-2C Forms Tab and then click Add W-2C Form.
3. Enter the employee details.
4. In the "Previously reported" column, enter the amounts from the original W-2.
5. In the "Correct information" column, enter the new, accurate amounts that reflect the late adjustment.

6. Verify the information, and click Save.
7. To print the employee's copy, select the W-2C Forms tab, select the employee from the list, click Print. In the dialog, select "Copy B—To Be Filed With Employee’s FEDERAL Tax Return".
8. To print the SSA copy, select the W-2C Form tab, select the employee from the list, click Print. In the dialog, select "Copy A—For Social Security Administration".
9. To e-file, select the Summary W-3C Form tab, and click E-File W-2C / W-3C Forms. Fill out information in the dialog, and click the Click here to review the W-3C form button. Click the I have reviewed the W-3C form box. Click OK. Once you create the e-File, you need to upload to the SSA BSO website.
10. File a Form 941-X if the adjustment affects quarterly tax returns.
11. Distribute the corrected W-2c.

Back to W2Correction Mate Tutorials Home

Disclaimer: All tutorials provided are for informational purposes only. Please consult the IRS, your state department of revenue, or a tax professional for official advice and guidance regarding tax matters, including W2 corrections and W-2C filing.