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Fixing Social Security Tax Withheld (Box 4) on Form W-2

An error in the amount of Social Security tax withheld (Box 4) can result in a mismatch with the wages reported. To fix this, a W-2c is required. It's crucial that the new tax amount in Box 4 corresponds correctly to the wages in Box 3 to avoid further issues with 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 incorrect social security tax amount from Box 4.
5. In the "Correct information" column, enter the correct social security tax amount in Box 4.

6. The software will not auto-calculate Box 3. The employer must manually ensure Box 3 corresponds to the new Box 4.
7. Click Save.
8. 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".
9. 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".
10. 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.
11. Provide the corrected W-2c to the employee.

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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.