TaxBandits Knowledge Base

I have filed my original W2 using a different provider. Would I be able to file a W2 correction with Taxbandits?

TaxBandits allows you to file W-2 correction forms even if your original W-2 corrections were filed with a different provider. Follow the steps below to file W-2 corrections:

Step 1: Sign in to your TaxBandits account.

Step 2: On the dashboard, click 'Start New Form' → 'W-2 Corrections.'

Step 3: Select the tax year.

Step 4: Select the option 'Original W-2 Filed Elsewhere' and click the 'Continue' option.

Step 5: Enter the previously reported details of the employer and employee or click 'Select Employee/Employer From Address Book.'

Step 6: Enter the corrected details or check the box for ‘Same as Previously Reported Employee Details’ to use the employee's original details.

Step 7: Enter the previously reported federal amount in the respective fields or check the box for 'Same as previously reported Federal Amount' to use the same federal amount details. Upon checking out this box, the information will auto-populate to the 'Correct Information' pane.

Note: We currently do not support W-2 state corrections. Please submit any state corrections directly to the appropriate agency.

Step 8: Enter the previously reported state/local details in the respective fields or check the box for 'Same as previously reported State/Local Details' to use the same details. Upon checking out this box, the information will auto-populate to the 'Correct Information' pane.

Step 9: Ensure the entered and corrected form details, then click the 'Save and Continue'.

Step 10: You can review the summary of forms that are ready for federal filing. 

1. You have the option to export the draft versions of the form as either PDF or CSV files. If errors are found, make the necessary changes in the CSV file and upload it back to our system using the bulk import option. 
    
2. Use the 'Share with Client' option to share the forms with your clients via BanditConnect for their review. 

Step 11: You can find your state filing requirements on this page based on the information you reported. You can choose to select or de-select states you want to file with. Ensure you promptly follow the instructions to complete any additional state filing requirements.

Step 12: Proceed to 'Form Distribution,' select the type of form you want to be distributed, and continue. TaxBandits provides you with three options to send employee copies:

• Postal Mailing - We will print and deliver copies of the form to the recipients via postal mail.
• BanditShare (Online Access) - The recipients will be granted access to a secure online portal to view and download their form copies. 
• Advanced Distribution - Customize how many recipients receive postal mail or online access based on your needs.

If you prefer to manage the form distribution on your own, choose 'I will print and distribute myself' and proceed further.

Step 13: Click 'Continue to Form Summary' and review the form. You’ll have the following options here.

• Validations: You can opt for add-on services such as TIN Matching and USPS Address Validation.
  • TIN Matching: Validate your vendor/payee TINs against IRS data to ensure accurate 1099 filings and prevent potential penalties.
     
  • USPS Address Validation: Verify all addresses entered on your forms through USPS Address Validation to confirm accuracy.

Step 14: Proceed to payment and transmit the form. After transmission, track the status of your return in the 1099/W-2 dashboard.