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Prepare form W-2

Troubleshoot a 401(k) amount incorrectly included or excluded from certain box amounts

Try these options if a 401(k) amount is incorrectly included or excluded from box amounts on a W-2 form.
  • Make sure a birth date was entered for each employee before payroll checks were entered. This is necessary to correctly calculate 401(k) limits and taxable wage amounts.
    Follow these steps if payroll checks were entered without a birth date:
    1. Select
      Setup
      ,
      Employees
      , then the
      Personal
       tab.
    2. Enter the correct data in the
      Birth date
       field.
    3. Delete, then re-enter the payroll checks for the employee to calculate 401(k) amounts, taxability, and limits correctly.
  • Manually adjust the employee's year-end taxable wages.
  • Select
    Setup
    ,
    Employees
    , then the
    Payroll Items
     tab. Make sure that the
    Do not apply catch-up limit
     checkbox isn't marked in the payroll items settings.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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