Common questions about Quick Employer Forms

Starting with Tax Year 2023, if you file 10 or more information returns, you must file them electronically. Example of information forms are:

• Form W-2G
• Form W-2
• 1099 series forms
• 1098 series forms

W-2 and several 1099 series forms can be e-filed using Quick Employer Forms Accountant. To learn more about Quick Employer Forms, click here.

Table of contents:

What is Quick Employer Forms?

Quick Employer Forms is a web-based application that helps tax professionals create, manage and e-file various tax forms like W-2, 1099-MISC, 1099-NEC, 1099-INT, and 1099-DIV related to their employees and independent contractors. By using Quick Employer Forms, employers can save time, reduce errors, and ensure compliance

Back to Table of Contents

What forms does Intuit Quick Employer Forms Accountant cover?

Intuit Quick Employer Forms Accountant handles:

• 1099-MISC
• 1099-NEC
• 1099-INT
• 1099-DIV
• W-2

Full-service payroll forms such as 941 aren't supported.

Back to Table of Contents

How can I get started on my W-2s and 1099s?

1. Add your business on the home screen by selecting New Business on the top right corner of the page
   • You can also import an existing business by selecting Transfer Business
2. On the home screen, find your business and select Create form
3. Select an existing payee or create a new payee for whom you intend to generate the form by selecting Create Payee. Input all the necessary details into the provided fields & click Add Payee
4. Select the type of form you'd like to generate for the selected payee and fill out the necessary details on all the remaining sections on the page
5. Select Done at the bottom of the page, then select the option labeled E-File Forms at the top of the next page
6. This action takes you to the E-File Page which lists all the forms that are Ready To E-File
7. On the E-File Page, you have the option to select specific forms you want to e-file
8. If you prefer to e-file all forms at once, select E-File All Forms

Back to Table of Contents

Can I start and come back later?

Yes. We think you'll find Quick Employer Forms so easy that you'll finish all your W-2s and 1099s in one sitting. But if you want to come back later, you can quit and relog in to the website using the same user ID and password at another time.

We save all the forms you create too, so next year you'll be able to transfer your information and it'll be even faster.

Back to Table of Contents

Can I delete W-2s and 1099s I've already created?

Yes, you can delete forms that haven't been e-filed.

On the Forms page for the relevant business, locate and select the Delete icon for the corresponding form.

Back to Table of Contents

How can I print my forms?

1. On the home page, select the business for which you need the forms
2. On the Forms page for the relevant business, locate and click on Print for the corresponding form
3. A pop up PDF of the form will appear
   • If the pop up doesn't appear, you may have a pop up blocker on your web browser. Make sure this is temporarily disabled and try again.
4. Select the Print button
5. Choose your printer, confirm your print settings and select Print

Back to Table of Contents

Can I e-file my forms?

Yes, W-2s and 1099s can be e-filed.

1. On the Forms page for the relevant business, locate and select E-file Forms at the top of the page
2. This action will take you to the E-File Page which lists all the forms that are Ready To E-File
3. On the E-File Page, you have the option to select specific forms you wish to e-file
4. If you prefer to e-file all forms at once, click on E-File All Forms
5. Electronic filing typically opens in January.

Back to Table of Contents

Do I need special pre-printed, red-ink forms?

No. You don't need the special pre-printed, red-ink forms because we e-file for you.

Back to Table of Contents

Can I amend a 1099 or W-2 that I've already filed with the government?

Quick Employer Forms Accountant does not support filing of corrected forms.

Back to Table of Contents

Will I be able to access prior-year client data after the online application has expired?

Yes, as long as you have purchased a current-year Intuit Quick Employer Forms Accountant license in order to access the online application, and your current-year and prior-year purchases exist in the same account, you will be able to see prior-year client data.

Back to Table of Contents

Will other users in my firm be able to see the forms I have created in Intuit Quick Employer Forms Accountant?

No, all forms created are linked to the My Account login that they were created under. If you want multiple users in the firm to be able to view all forms created you will need to have a single user login that they all use when accessing Intuit Quick Employer Forms Accountant.

Back to Table of Contents

Where is my totaled W-3 or 1096 form?

Because Forms W-2 and 1099-MISC are e-filed, the respective Forms W-3 and 1096 are not required by the Social Security Administration (SSA) or IRS. However, if you need these forms for your state requirements or accountant, you can access these forms in the forms page within a business.

Back to Table of Contents

I have electronically filed. Now do I have to mail or submit anything to my state?

After e-filing, be sure to check your state's website for W-2 or 1099 reporting requirements. Each state's requirements vary, and most don't require the forms be submitted. You can use your desired search engine to find for your state web address to find details.

You don't need to mail anything to the IRS or SSA after e-filing with Intuit Quick Employer Forms Accountant.

Back to Table of Contents

I e-filed my form(s). How will I know it was accepted with the IRS or SSA?

After e-filing your W-2 or 1099 form, please monitor your form status in the Forms tab of the corresponding business. The form status will change from E-File Processing to either E-File Accepted or E-File Rejected, once the Government agency processes the form. The status change may take up to 2 to 4 weeks. You will also receive a notification by e-mail when the status changes.

Back to Table of Contents

If a e-file is rejected, how can I fix it?

If a filing is rejected, the ability to Edit the form will be available again. This typically takes a few days after the rejection occurs. After editing the form and correcting the cause of the rejection, you can e-file the return when viewing the list of forms for that business.

Note: The Bulk E-File section is used for forms that are in the Ready To E-File status. It will not show Rejected forms.

Back to Table of Contents

How can I edit my forms?

You can only edit forms that haven't been e-filed. On the Forms page for the relevant business, locate and click on Edit for the corresponding form. Then make changes on any field on the form that needs to be corrected.

Back to Table of Contents

How can I save my forms?

We save everything for you after you complete each screen. Once you select Done or Continue at the bottom of the screen, your information is saved automatically. We'll save your forms for you too, so just log in next year with the same User ID and Password, and your forms will be there waiting for you.

Back to Table of Contents

How is my information protected?

Your data's security is our number one priority. Intuit Quick Employer Forms Accountant is a product of Intuit, the makers of QuickBooks, Lacerteand ProSeries, so we leverage the same type of security infrastructure and safeguards that protect the sensitive data of our millions of users. It is the same kind of security used by online banks—128-bit or greater SSL encryption, secured and firewalled facilities, third-party reviews, and verification by RSA, TRUSTe, and VeriSign.

Back to Table of Contents

What is the difference between a Contractor and an Employee? How do I know whether to give my workers a W-2 or a 1099?

In general, a person is an Employee if the payer has the right to control not only the result of the work, but also the manner in which it's completed. On the other hand, if the payer only has the right to control the result of the work, but not how it's completed, or what is done, then the payee will generally be an Independent Contractor.

If you are unsure how to classify your workers, you can file form SS-8 (http://www.irs.gov/pub/irs-pdf/fss8.pdf) with the IRS. They will take all the facts and circumstances into consideration and will officially determine the worker's status.

If your worker is an Employee, you must prepare form W-2 for the employee.
If your worker is an Independent Contractor, you must prepare form 1099-NEC (for Non Employee Compensation) and 1099-MISC (for all other forms of compensation) for the contractor.

Back to Table of Contents

How many W-2s and 1099s can I create with Quick Employer Forms?

You can prepare as many as you like. But Quick Employer Forms supports dollar amounts less than $10 million for W-2's/1099's individually in a Business.

Back to Table of Contents

Do I need to file a 1099-MISC or 1099-NEC to an LLC?

Even though you generally don't need to send form 1099-MISC or 1099-NEC to a Corporation, a common mistake is not sending a 1099-MISC or 1099-NEC to an LLC. If the LLC performed services for your business, and the payment is $600 or more in the year, you must send them a 1099-MISC or 1099-NEC reporting the payment(s).

Back to Table of Contents

What does the status "transferred" mean?

The status of "transferred" means that last year's basic form information transferred to this year's forms. As a result, this year's information has not been entered yet. In addition, transferred forms cannot be printed. If you want to print the prior year forms, you must go to the prior year forms to print them.

Back to Table of Contents

What are the different due dates for the Forms W-2s/1099s?

Back to Table of Contents

How long does Quick Employer Form store my forms?

Quick Employer Form stores the forms for the last one year.

Back to Table of Contents

How can I delete businesses?

You can delete businesses for which forms haven't been e-filed. To delete businesses, on the home page, select the checkbox for the business you'd like to delete, and from the dropdown menu, choose "Delete". Once deleted, the businesses and their associated payees and forms will be moved to "Deleted Items". You can restore them from here at any point in time during the current tax year.

Back to Table of Contents

How can I delete payees?

You can delete payees for whom forms haven't been e-filed. On the Payees page for the relevant business, locate and click on the "Delete" icon for the corresponding payee. To delete payees in bulk, select the checkbox for the payees you'd like to delete, and from the dropdown menu, choose "Delete". Once deleted, the payees and their associated forms will be moved to "Deleted Items". You can restore them from here at any point in time during the current tax year.

Back to Table of Contents

How can I disable the automatic calculations?

Check the box on the W-2 to disable calculation error messages for boxes 3 and 5. Ensure that boxes 4 and 6 (6.2% Social Security tax and 1.45 % [additional 0.9% tax in excess of $200,000] Medicare tax of the respective wages) calculate correctly from the wage amounts in boxes 3 and 5.

If there is no withholding, enter zeros in the Social Security and Medicare fields (boxes 3 through 6).

Back to Table of Contents

How to file the corrected Form 1099-NEC(s) to report nonemployee compensation, when the IRS has already accepted Form 1099-MISC?

1. Download and prepare one Form 1096 for the tax form(s) 1099-NEC. You do not need to correct previously filed Form 1096 for the incorrect tax Form 1099-MISC.
2. Download and prepare corrected Form 1099-MISC for each recipient filed and accepted by the IRS
   1. Enter an "X" in the "CORRECTED" checkbox at the top of the form.
   2. Correct the recipient information (enter $0 in the box the original Form 1099-MISC reported the nonemployee compensation)
3. Download and prepare Form 1099-NECfor each recipient filed and accepted (incorrect tax Form 1099-MISC for nonemployee compensation) by the IRS
   1. Do not enter an "X" in the "CORRECTED" checkbox at the top of the form.
   2. Enter the recipient information (enter dollar amount in the box 1 of the Form 1099-NEC to report the nonemployee compensation)
4. Send the corrected 1099-MISC and 1099-NEC forms to the recipients.
5. Mail the 1096 and 1099 COPY A's to the address listed on the 1096 form.

Back to Table of Contents

I am getting this message when I try to access Quick Employer Forms: "We are unable to login at this time. Please try again later". What does this mean?

We apologize for any inconvenience, but this means Quick Employer Forms is down for updating or maintenance. Come back soon.

Back to Table of Contents

What happens if I have over or under withheld Social Security or Medicare taxes from my employee?

For tax year 2024 the law requires that you withhold 6.2% for Social Security tax and 1.45% for Medicare tax (2.35% for wages over $200k) from your employees' subject wages. (Box 3 plus box 7 for SS taxes; Box 5 for Medicare). We recommend that you make sure your W-2's properly reflect those percentages for each employee BEFORE e-filing them, and correcting your annual/quarterly forms to match.

These taxes are sent to the IRS quarterly (Form 941) or annually (Forms 944, 943 or Form 1040 Schedule H) depending on the type of employer you are. If the amounts you report on those forms do not match the amounts on the W-2's you send to the Social Security Administration, you will be contacted directly by those authorities and required to issue corrected forms.

Back to Table of Contents

What if my amounts do not match due to rounding?

If the amounts on your employer forms do not match simply due to rounding, those adjustments should have been made when you filed your quarterly (Form 941), or annual (Forms 944, 943 or Form 1040 Schedule H). (The type of form you file depends on the type of employer you are.) You can file corrected forms now to match your W-2s. If you pay your payroll taxes annually (Forms 944, 943, or Form 1040 Schedule H) you may not have filed these yet. When you do file, use the correct figures that match the W-2s you are filing now. If you have already filed them, you will need to correct them. See IRS publication 15, section 13, for more information.

Back to Table of Contents

What if I have withheld incorrect amounts for Social Security and Medicare?

If you have withheld incorrect amounts from your employee during the year, you should file corrected quarterly (Form 941) forms. If you pay your payroll taxes annually (Forms 944, 943, or Form 1040 Schedule H) you may not have filed yet. When you do file, use the correct figures that match the W-2s you are filing now. If you have already filed, you will need to correct the forms and refund any over- withheld taxes to your employee, or collect any under- withheld taxes from them. See IRS publication 15, section 13, for more information.

Back to Table of Contents

Where is COPY A of my Forms 1099 and W-2?

Quick Employer Forms only supports e-filing of the forms with the IRS and Social Security Administration. Copy A of the Form 1099 and W-2 are only used for e-filing and are not provided for printing.

Back to Table of Contents

What if Social Security and Medicare withholding are not required for my employees?

First, check the box on the W-2 to disable the automatic calculations, because the program will test that your withholdings are correct. Make sure the withholdings in boxes 5 and 6 calculate correctly from the wage amounts in boxes 3 and 4. That will stop any error messages from running. If there is no withholding, enter zeros in the social security and medicare fields (boxes 3, 4, 5 and 6).

Back to Table of Contents

I have a foreign payee that does not have an EIN. How can I bypass this?

Since Quick Employer Forms is an e-file only service, it does not support forms for foreign recipients/payees with no SSN or EIN.

Back to Table of Contents

Do I have to e-file Forms 1096 or W-3?

Form 1096 and W-3 are not required for e-file. Quick Employer Forms only supports e-file with the SSA and IRS. Please do not send any of these forms to the IRS, as this will generate duplicate filings. These forms are simply for your records.

Back to Table of Contents

I'm using Chrome. Why are the dotted lines present in the PDF not getting printed?

If you are using Chrome as your browser your forms will print better if you download the PDF file to your computer, then use Adobe Reader or any other third party PDF reader to open and print the forms.

Back to Table of Contents