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Amending Forms W-2 And 941

Amending Forms W-2 And 941

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PDC credit for SHRM Certified Professionals (Approval No. 21-KS735)

1 RCH credit for HRCI Certified Professionals (Approval No. 559159)

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Oct 28, 2021 | 02:30 PM EDT Register


  • W-2 and W-3 Corrections-Statue of Limitations
    4 mins
  • Correct Forms to Use
    9 mins
  • Prior Year Forms Corrections to Employee's Name/FEIN
    15 mins
  • Federal Payroll Tax Form Amendments
    24 mins
  • Certifications from Employee
    34 mins

Course Description

No one wants to have to amend tax forms but no matter how many precautions you take to avoid it, there will always be a time that you will need to do an amendment. The material in this CPE webinar will help you how to collect the information needed to complete W-2 corrections as well as file the amended 941 forms and any additional state and local tax filings.

The CPE webinar for CPAs will discuss specific types of errors found on form W-2 and provide guidance on how to make the necessary corrections. It will provide information on amending both current year and prior year corrections. Failure to properly amend corrected forms and payroll tax filings may result in additional tax, penalties and interest. This online webinar will help payroll departments avoid penalties and time consuming responses to follow up questions from the IRS and other taxing jurisdictions.

Key Topics covering Amendment of W-2s and 941s included in the webinar:

I. W-2 and W-3 Corrections

  1. Statute of Limitations on Corrections
  2. Timing to provide corrections to employees/SSA
  3. Correct forms to use

II. Corrections on Current Forms

  1. W-2C or Corrected W-2
  2. Adjustments to 941 and 940
  3. Timing to send out corrections and reports

III. Corrections to Common Errors for Prior Year Forms

  1. Employee Name Corrections
  2. Employee Address Corrections
  3. Multiple W-2 Forms Corrections
  4. Box 12 Entry corrections

IV. Federal Payroll Tax Form Amendments

  1. Form 941- Underpayments
  2. Form 941- Overpayments
  3. Form 940 Corrections

V. Other Considerations

  1. Overpaid FICA Taxes
  2. Correcting State Tax Forms
  3. Corrections to Local Taxes

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Learning Objectives

  • To determine when an amendment needs to be filed.
  • To explore which fields to complete for the amendments.
  • To identify what other amendment forms need to be filed.
  • To review your documentation to properly file your amendments.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • HR Professionals
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA





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