Drake Accounting®: How do I make corrections to an e-filed 1099 or W-2 / W-3?
Note: It is recommended to print or save a copy of any original documents before making changes.
To make a corrected Form 1099:
For Vendors:
- Go to Payables > 1099-MISC.
- Select the Vendor that needs to be corrected.
- The 1099 must be processed to allow changes.
- Select the Corrected box, above the Form 1099 and make necessary changes.
.jpg)
- Click Save or Save/Print to finalize the changes.
For On the Fly forms:
- Go to On the Fly > Federal Forms > Forms 1099 (default) > select the desired Form 1099 from the Form Type drop list.
- Select the Vendor that needs to be corrected.
- On the Fly forms do not have a process option.
- Select the Corrected box, above the Form 1099 and make necessary changes.
.jpg)
- Click Save or Save/Print to finalize the changes.
A corrected Form 1099 cannot be e-filed through DAS at this time.
See General Instructions for Certain Information Returns for filing requirements.
Form W-2c is used to correct Form W2. Form W-2c is not intended to report back pay or to correct Form W-2G, Certain Gambling Winnings.
Form W-3c is required to be filed with Form W-2c and is automatically produced in the background when Forms W-2c are processed.
Note: Drake Accounting® requires a processed W-2/W-3 in order to create a W-2c/W-3c. Forms W-2c/W-3c cannot be e-filed. These forms must be paper-filed.
The steps for creating the W-2c/W-3c are the same for Employees and On the Fly forms.
- Go to Employees > Federal Forms.
- or On the Fly > Federal Forms
- Select Forms W-2c/W-3c from the Form Type drop list and W-2c from the Form drop list..
- Select the employees from the list on the left side of the window that require correction.
- Click Process.
- Select an employee’s W-2 by either double-clicking the employee or using the Find Employee drop list at the top of the window. You can also page through the processed forms using the page tabs.
- Make necessary changes directly in the appropriate fields.
- Click Save to edit another W-2c. Repeat steps 5-7 until all edits have been made.
You can print forms W-2c or W-3c at this time, or click Save to print them at a later time. To print at a later time, go to Tools > Review Reports and select Display Federal Reports (PDF) from the drop list.
The edited forms W-2c are saved and an updated W-3c is generated. If the Print W-3c check box is selected when you click Save/Print, the W-3c displays in a separate PDF window.
Note: All forms W-2c and W-3c can be printed on plain paper using a laser printer. Drake Accounting® does not support printing standard forms W-2c, W-3c, barcoded forms W-2c, or W-3c on red line forms.