W-2 E-Filing: W2 corrections as new original file

Suzette Ciplickas Updated by Suzette Ciplickas

To make a correction - you'll have to make a new original file with the correct information.

  1. Create a copy of a client​ - 'Utilities/Copy Current Client' from the program's main screen.
  2. Edit the client and enter 'CORR' in the Control Number field.
  3. Have the Client list options show the Employer-CTRL Number-ID. Right click on the Client and select "Client List Options" than select "Employer- Ctrol No - ID"
  4. Copy the W-2(s) over to the newly created client see: Copy Employee/Recipient to Another Client​.

    Depending on state requirement you will do one of the following:
    1) Submit a W-2 file containing all employee information not just the updated information. Copy ALL W-2's to another client.

    2) Submit a W-2 file containing only the corrected W-2's. DO NOT include any W2's that are not being corrected. Copy the W-2's that have been corrected or need to be corrected to another client.
  5. If not already corrected, correct your information on the copied W-2(s). Save W-2(s).
  6. Open the "Create W-2/W-2C e-file/MagMedia Files" module (nickname: W-2 efiling module).
  7. Your "corrected" W-2(s) will now show up in Step 4 under the copied Client. Create the file in Step 4 as an Original.
  8. It will move to Step 5, where you can UPLOAD this "new" file.

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W-2 E-Filing: States

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