Hello, how would I generate W2 for inactive/terminated employees? (2024)

‎January 08, 202109:40 PM

• QuickBooks Online

I'd be happy to walk you through the steps,mygatorcleaning.

Regardless of the current employee status, you can generate their W-2 as long as they have paychecks recorded during the year. Before doing so, make sure the following information is correct:

• Names, address, and social security numbers.
• Retirement plan eligibility.

Then, follow these steps to get the form:

1. Go to Taxes > Payroll Tax.
2. Under Forms, click the Annual Forms link.
3. Scroll down at the bottom and select W-2, Copies B, C & 2. If prompted, tell us whether or not one or more employees were active participants in a retirement plan during the tax year.
4. Choose the Reportperiod and then press the View button.

Please see these sample screenshots for a visual reference:

You can check out these articles for more details:

• Common year-end questions and answers
• Print your W-2 forms

For more information about year-end guides, you can open thisarticle:Year-end checklist for QuickBooks Online Payroll.

Please keep me posted if you have other questionswith QuickBooks Online Payroll. I'm always around to answer them. Have a great day!

I changed the address for a terminated employee. She is now living in Georgia. After I changed her address, reports for Georgia popped up in my To Do List. She worked totally in California.

How do I get rid of these reports?

Thanks for joining the thread,Connie2249.

If your employee lives in California while he/she is still working, then, the employee address should be under California. Thus, it shouldn't be changed to Georgia.

You may check out this article for more information:Edit or change employee info in payroll.

Additionally, employee who works at a work location in a state outside your primary work-location state, your employee is subject to work-based taxes (such as state unemployment insurance) in that other work-location state, regardless of where your employee lives. To know more about the multistate employment payroll situations, you refer to this article for further guidance:About multistate employment payroll situations.

Please let me know if you have any other concerns and I'll be here to keep helping. Have a wonderful day.

Hey there,amyt71.

I'd be glad to help you with generating a W-2 for a terminated employee in QuickBooks Desktop. Here's how:

1. ClickEmployeesat the top menu bar, selectPayroll Tax Forms & W-2s, and chooseProcess Payroll Forms.
   
2. From theFile Formstab, scroll down and selectAnnual Form W-2/W-3 - Wage and Tax Statement/ Transmittal.
3. SelectCreate Form and choose the terminated employee to file.
4. Enter the year, then selectOK.
5. Select all or individual employees to print.
6. HitReview/Editto review each W-2. Reviewed W-2s have a checkmark in the Reviewed column.

In case you need help with changing your employee's information, you can check out the following articles. These will provide you with steps in modifying as well as purchasing their W-2s:

Print your W-2 and W-3 forms.

Set up employees and payroll taxes in a new state.

I'll be right here if there's anything else you need. You can always count on me. Have a nice day!

Thank you for turning to the Community about your W-2 concern, BhamPro.

Having accurate payroll records is essential for every business, particularly your employees' information. This is essential to stay compliant with tax form filings, especially when mailing out W2s.

It is important that we have the correct mailing address for your employees to send their W-2s. We'll be mailing the payroll forms to their home addresses (from January 16 to January 31) for those who have chosen to receive a physical copy.

Changing an employee's address in payroll to a different state may trigger payroll tax notifications for that state. That said, I recommend contacting our Payroll Support Team for further assistance. They have tools to update the worker's address to the right one. Let me show you the steps to obtain the support details.

Here's how:

1. Open your company and click theHelpicon in the upper right to display the support window.
2. Choose theAssistanttab and enter a brief description of your concern in theType somethingbar. For example, update the employee's information.
3. Press theGet help from a humanlink to see more options.
4. In theHow would you like to connect with us?section, chooseChatto initiate a conversation andCallbackto speak with an agent.

For detailed information on the support hours for your payroll service, click here:Contact Payroll Support. Then, click the link forQuickBooks Online Payroll.

In addition, your employeescan opt out of a mailed copy of their W-2 through QuickBooks Workforce. This option may not be available to all, as it depends on the specific payroll service utilized by your employer.

Moreover, I've got some resources that cover topics such as year-end filing preparation, W-2 processing, and filing amended returns:

• Year-end checklist for QuickBooks Online Payroll
• File your W-2 and W-3 forms
• Understand the timing for your W-2s
• Fix an incorrect W-2 and W-3

If you have any additional questions about updating your employee's records or address and processing W-2s, just let me know @BhamPro. I'll get back as soon as I can and make sure everything is taken care of. Have a good one.

I can see the urgency of the matter, Hotcoco. If you're no longer working for your previous employer and you haven't received your W2, let me help you on how to get them in QuickBooks Online.

Contacting your former employer directly is often the best first step in obtaining your W2. They should be able to provide you with the necessary information or assistance to obtain your W2, even if you're no longer working for them.

Furthermore, you should contact the IRS and explain your situation. They can help facilitate the process of obtaining the necessary tax documents from your previous employer.

Moreover, I've got some resources that wrap topics such as year-end filing preparation, W-2 processing, and filing amended returns:

• Year-end checklist for QuickBooks Online Payroll
• File your W-2 and W-3 forms

If you have any further inquiries regarding updating employee records, address changes, or W-2 processing, feel free to reach out to me at @Hotcoco. I'll respond promptly and ensure that everything is handled efficiently. Have a great day!