Thank you for joining the thread, @ffalligant1.
Let me help clarify why you cannot edit and find the Review option in QuickBooks Online (QBO).
To begin with, the steps given by my colleague @JanyRoseB are for QuickBooks Desktop (QBDT). For QBO, the option to edit is unavailable. However, If you want to fix the incorrect W-2 and W-3 will depend on your automated taxes and form settings. However, please note that there are things on the W-2 that cannot be fixed which are:
- Employee prefix (Mr., Mrs., etc.)
- Employee address
- Business Name
- Business address
If you have enabled the automated taxes and forms feature in QBO, the platform will file your W-2s for you. However, if there is any error in the information provided, you’ll need to contact us to request a correction. Our team will fix the issue and file a W-2C form with the SSA. You will receive a copy of the W-2c to provide to your employee, and an updated W-3 copy to keep for your records. Our experts will also let you know the approximate timeline for when you and your employee can expect to receive the corrected forms.
But if you notice a mistake before you file your W-2s and W-3, and if your automated taxes and forms are turned off, you can fix the mistake without filing a W-2c form. To do so, follow these steps:
- Fix the issue with your product.
- File your W-2 forms as you normally would.
If you or one of your employees discovers an error in your filed W-2s and W-3, you will need to manually create and file a W-2c and W-3 form with the Social Security Administration. To do this, see the General Instructions for Forms W-2c and W-3c section in the General Instructions for Forms W-2 and W-3.
Once done, you can fix the issue in your product, then use any payroll reports you need to fill out the W-2C form.
For future reference, I'll also add this article to guide you in printing W-2s and if you send paper copies to your employees, for your own records, or a W-3 to send to your accountant: Print your W-2 and W-3 forms.
Please don't hesitate to leave a comment below. If you have any other concerns about Fixing W2 that contains wrong data or other QBO-related concerns. I'll be here to assist you.
