Overview

Print corrected W‑2s from the correct database, based on whether you archived the payroll year.

• If you archived the oldest payroll year, print W‑2s from the payroll archive company database.
• If you closed payroll in 5‑3‑8 but didn’t archive that year, print W‑2s from the current company.

Start the W‑2 correction process

1. Open menu 5‑4‑1, Federal Tax Forms.
2. Click View History.
3. In the Open Report window, select the checkbox next to W‑2/W‑3, then click Edit.

Verify W‑2 history status

In the W‑2 History File Options window, confirm these items don’t show Incomplete status:

• Employee W‑2
• Federal W‑2/W‑3
• State W‑2/W‑3

Select the W-2 correction action

1. In Available Actions, select Correct Completed W‑2s.
2. Click Next.

Correct employee W‑2 information

1. Review the W‑2 Preparer grid.
2. Correct the W‑2 information for any employee as needed.
3. Click Next Step, and complete the corrections in each window.

Confirm distribution and generate corrections

1. In the Correction Options window, answer Yes or No for distributed W‑2s.
2. Click Continue.

If you previously e-filed Federal or State forms, the system auto‑generates correction copies or e‑files.

Print corrected W‑2s

Follow the remaining prompts to print the corrected W‑2 forms.