Client has 3 W-2's, 2 with the correct SS# and 1 with the wrong SS#. I have already informed him to call employer to get W-2C for SSA purposes, but need to know can we go ahead and file with the incorrect W-2 assuming we use the correct SS#.
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Josh this early in the season I would tell the client to get the w2 fixed and then we can file. Why because if he/she does not get it fixed then the IRS will have a mismatch and most likely hold up the refund or give a less amount. In essence the wrong w-2 is telling the IRS that this withholding is that of another taxpayer.
Often times clients will fail to do what you ask of them and then proceed to blame you when things go wrong. Good Luck -
I had the same situation last year. The employer assured the client they corrected their mistake and filed a new W-2. This was in early Feb. I efiled in March and it was rejected. I called the employer and had them send to the client a corrected W-2 and it went through the day the client received it.Comment
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so it will reject if not corrected for e-file?
He already called ADP and requested a corrected W-2. Don't know what their turnaround time is on these.Comment
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File it If you look on the back of the W-2 under notice to employee "corrections" it states for the employee to correct copies B,C and 2 and notify employer to file W-2C. If you are filing electronically it is not going to hold up a refund. IRS doesn't even have any W-2 info yet and matches probably don't happen until April or later.Comment
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At this time of year, the employer is a fool if s/he already sent in the W3. The delay is so that employees can notify them if something is wrong and correct it without having to do a W2C, W3C, etc.Comment
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Wrong Ss# On W-2
ACCORDING TO IRS AGENT ON 12-19-2007 E-FILE PHONEFORUM SEMINAR, WE ARE ABLE TO E-FILE RETURNS WITH INCORRECT SS#'S WITHOUT WAITING FOR A W-2C. INSTRUCTIONS ARE TO ENTER THE SS# AS IT IS PRINTED ON THE W-2 IN OUR SOFTWARE INPUT SHEETS, BUT TO BE SURE THAT THE 1040 SS# IS CORRECT FOR PAGE 1. IF YOU CAN FIND ACCESS TO THAT SLIDE INFO FROM THAT SEMINAR IT WAS ON SLIDE 8. I FILED A RETURN YESTERDAY THIS WAY AND WAITING ON IRS ACCEPTANCE. I WILL KEEP YOU UPDATED AS TO MY OUTCOME.
Sorry about the all caps. Checked today and not-surprisingly, the return was rejected. When I get this resolved, I'll update. I must have been mistaken about the type of w-2/1099 number errors that will be that easy to e-file. I put a call in to the seminar question help line and waiting on answer.Comment
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gGad you are here
Oh Taxlady,
Welcome!
Glad you joined us, but can you please take your "caps lock" off when you post!
SandyComment
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I've got one coming in where his stepmom already called and asked what to do because they spelled his name wrong, and he's been trying to get the employer to fix it. finally got the paychecks right, but the W-2 came out wrong. I shouldn't have a problem filing, but there will be a name/number mismatch eventually.Comment
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Should not be a problem
Companies that e-file the W-2's (I do it here) do not have to e-file them with the SSA until March 31. This means that the SSA does not even have a copy of the W-2 yet so they will not be matching SSN and Names at this point.I would put a favorite quote in here, but it would get me banned from the board.Comment
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Actually..
the IRS matches names and ssn's to the master file all the time. The amounts for the infamous cp-2000s doesn't happen until later.Comment
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Efile only...
PAPER is still due 2/28.
But still a nice incentive to efile, eh?Comment
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