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Updating W-2s After a Change in Employee Status

A change in an employee's status, such as a rehire or a change from full-time to part-time, can affect their total annual wages and taxes. If the original W-2 did not reflect these changes, a W-2c must be filed to correct the reported amounts and ensure accurate tax records.

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 employer 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 based on the change in status.
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. Distribute the corrected form.

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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.