To see a sample W-2C, please click here.
Do I Need to File an Amended Return?
If you've already filed your tax return for the year shown in Box C of Form W-2C, you may need to file an amended return.
Start by comparing the corrected amounts on your W-2C with the information reported on your original tax return. If the corrections change your income, withholding, or the tax you owe or are due to receive as a refund, you'll generally need to file an amended return.
If you haven't filed your tax return yet, simply use the corrected information from your W-2C when you prepare and file your return. Do not use the amounts from the original W-2 if they've been corrected.
You can view a sample Form W-2C on the IRS website for reference.
What If My Refund Amount Didn't Change?
If the corrected information on your W-2C does not change your tax return results, including your refund or balance due, you generally do not need to file an amended return.
Keep the W-2C with your tax records in case you need it later or if the IRS requests supporting documentation.
How Do I Enter a W-2C in the Program?
Enter a W-2C the same way you would enter a regular W-2. When you reach the W-2 entry screen, select This is a corrected W-2 and enter the updated information from the W-2C.
The steps you take next depend on the status of your return.
If You Haven't Filed Yet
- Open the existing W-2 entry.
- Replace the original amounts with the corrected figures from the W-2C.
- Do not create a second W-2.
If Your Return Was Accepted
- Update the existing W-2 entry with the corrected information from the W-2C.
- Review whether the changes affect your tax return.
- If the corrections change your tax situation, you may need to file an amended return.