Amending Form W-2's, 941 and OBBBA Updates for 2026

Overview:

Paying employees is one of the biggest expenses for a company, and there are withholding and paying payroll taxes requirements. And there are tax forms that must be filed and given to the employee. With it comes complex tax withholding, filing, and reporting requirements that vary based on business size, location, and employee details. Understanding these things and knowing how much to withhold, how often to pay, and what forms to file and what information to include is sometimes overwhelming.

Even with careful checks, errors or omissions can still occur in tax forms. This session covers how to amend W-2 and 941 forms, including the correct process, timelines, and requirements for notifying employees and relevant government agencies.

This webinar covers how to correct these forms accurately and on time, including requirements for federal, state, and local agencies. It also helps you understand common scenarios that lead to amendments and how to avoid costly penalties by staying compliant.

What will Attendees learn?

What amendments require a W-2C or a W-2 correction
Timing for filing amendments
What forms to use for 941 corrections
Common errors for W-2’s
When to send in corrections to the SSA
Underpayment corrections to 941
Overpayment corrections to 941
Overpayment of FICA Taxes

Session highlights:

Common errors on Current W-2 forms
Differences in W-2C and Corrected W-2
941 Corrections
Timing of filing these forms
Statute of Limitations on corrections
Corrections to Employee Name or Address
Corrections to 940 Form
Other Considerations

Why attend this Training:

Amending tax returns is sometimes unavoidable, even with the best processes in place. This course provides a clear understanding of how to handle amendments for employee W-2s and quarterly 941 returns, including the key information required to file them accurately. It also covers common errors found in W-2 forms and how to address them, along with guidance on handling state and local tax amendments.

You’ll gain practical insight into managing both current and prior-year corrections, including where to submit amended forms and when reporting to agencies like the SSA is required. The session also highlights the risks of improper amendments — such as penalties, interest, and follow-up inquiries due to — and offers best practices to help payroll professionals stay compliant and minimize errors in the future.

We will also discuss the recent updates to the W-2 for the OBBBA legislation that went into effect for TY 2025. Learn more about what must be reported to your employees on the 2026 W-2 for Qualified Overtime and Tips.

Suggested Attendees:

Payroll Professionals
Small Business Owners
Bookkeepers
Managers
Tax Professionals

Ask your question directly from our expert during the Q&A session following the live event.

Speaker

Debbie Cash

Debbie Cash, CPP is a Manager of TLM Implementation at G&A Partners. G&A Partners is a Professional Employer Organization (PEO) that offers payroll, human resources, benefits management, risk management, and accounting services for businesses. G&A Partners acquired Employer Advantage LLC (PEO) in February 2022. Debbie began working for the organization in 2006 as a Payroll Tax Specialist and Time and Attendance Specialist. She was promoted to Time/Labor Manager in 2021.

Debbie earned an Associate's Degree in Accounting from MSSU in 1985 and a Bachelor's Degree in General Business from MSSU in 2006. She obtained her Certified Payroll Professional Certification in October 2006. She has 30+ years of experience processing payroll and payroll taxes for various different companies and professions.

Debbie worked as a Payroll Specialist at Missouri Southern State University from 1993 to March 2006. She attended the International Tax Conference in Wisconsin in 2005 and specialized in International Tax for Student Visa. She also worked for Joplin R-8 School District processing payroll from 1990 to 1993.

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