How to Effectively Correct W-2 Forms & Amend 941 Forms

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Live Webinar | CEU Approved

  • 90 minutes

A major task of Payroll departments is providing W-2 Forms to employees and to the Social Security Administration. The Forms must be correct, complete, and filed on time or the employer may face stiff penalties. Penalties for failure to file and failure to furnish timely correct W-2s increased significantly and are now indexed for inflation and will continue to increase each year.

The due date for filing the forms with the Social Security Administration is currently January 31. This accelerated due date no longer allows time for employees to advise employers of errors so that corrections can be made before the forms are filed with the Social Security Administration.

In this webinar expert speaker, Patrick A Haggerty will discuss the common and not so common errors and adjustments that affect w-2 Forms and actions, Also you will know about how to prevent filing problems and errors, special reporting situations, and what to do when errors are discovered.

Session Highlights:

  • You will be able to describe the appropriate circumstances requiring that you issue a Form W-2C or Form 941-X.

  • You will be able to discuss the corrected W-2 with your employee.

  • You will be able to explain the necessary changes required to your supervisor.

  • You will be able to identify which tax forms need to be amended.

  • You will know the deadlines for minimizing penalties on late or incorrect W- 2 Forms.

  • You will know when to Form 941-X to make interest free adjustments.

  • You will understand how the statute of limitations applies to Form 941 Amendments.

  • You will understand the difference between a Form 941 adjustment and a Form 941 claim for refund.

  • You will know which certifications must be obtained from an employee in order to an adjustment or claim for refund for overpaid tax.

Why You Should Attend:

Attendees will understand how to compute and process corrections by correctly completing Form W-2c is an essential skill. This webinar will discuss methods for avoiding or correcting errors on Forms 941 and W-2 with a focus on how to make corrections where required so that penalties are eliminated or minimized. The webinar will also discuss how to properly prepare and file Forms 941-X and W-2c and when to file the corrections.

Who Should Attend:

  • Payroll Supervisors and Personnel

  • Payroll Consultants

  • Payroll Service Providers

  • Public Accountants

  • Internal Auditors

  • Tax Compliance Officers

  • Enrolled Agents

  • Employee Benefits Administrators

  • Officers and Managers with Payroll or Tax Compliance Oversight

  • Company / Business Owners

  • Managers/ Supervisors

  • Public Agency Managers

  • Audit and Compliance Personnel / Risk Managers

*You may ask your Question directly to our expert during the Q&A session.
** You can buy On-Demand and view it as per your convenience.

Patrick Haggerty

Patrick Haggerty

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988. He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, information returns, and accounting.

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Edupliance is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit

This webinar has been approved for 1.5 HR (General) recertification 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 recertification credit.

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