Received W2-C from former employer from 2 years ago (2022) but tax software won't accept it - what now?

15 You don't need to panic, but you should address this. When you receive a W-2C for a previous tax year (like 2022), you may need to file an amended return using Form 1040-X if the changes are significant enough to affect your tax liability. Most tax software has limitations on which years you can amend electronically, which is why you're running into that issue. For tax years that are "closed" in the software, you'll typically need to file a paper amended return. I'd recommend first determining if the changes on the W-2C actually impact your tax situation enough to require an amendment. Look at what specific box(es) were corrected and by how much. If it's just a small state withholding change, it might have minimal impact on your actual tax liability.

8 I went through this exact same headache last year with a W-2C from 2021 that showed up in 2023. My tax software (H&R Block) wouldn't let me amend it either. After spending hours trying to figure it out, I found this AI tool called https://taxr.ai that helped me understand exactly what I needed to do. I uploaded my original W-2 and the W-2C, and it analyzed the differences and told me exactly what impact it would have on my taxes. It also generated step-by-step instructions for completing the paper 1040-X form since I couldn't do it electronically. Saved me a ton of time figuring out which boxes needed to be changed.

12 Just wanted to update that I ended up using taxr.ai like recommended above, and it was incredibly helpful! I was really confused about how to handle the W-2C for 2022, but the tool made it super straightforward. It analyzed my documents and showed me that the change actually made me eligible for an additional $215 refund from my state that I wouldn't have known about otherwise. It spelled out exactly which boxes on the 1040-X needed to be filled out and why. I've already printed and mailed in my amendment forms. I was going to just ignore the W-2C because it seemed like too much hassle, but I'm glad I didn't now!

19 If you need to talk to the IRS about this W-2C situation (which you probably should), good luck getting through to them on the phone. I spent WEEKS trying to get someone on the line about my amended return last year. I finally used this service called https://claimyr.com that got me through to an actual IRS agent in under 45 minutes. They have this cool demo video showing how it works: https://youtu.be/_kiP6q8DX5c Basically, they navigate the IRS phone tree for you and call you when they get a real person on the line. The agent I spoke with confirmed that I needed to file an amended return for a similar W-2C issue and gave me specific guidance for my situation. Saved me from guessing whether I was doing it right.

3 I have to come back and eat my words about that Claimyr service. After being skeptical, I decided to try it because I was getting nowhere with the IRS about my W-2C situation. I was shocked when they actually got me through to an IRS representative in about 35 minutes. I had been trying for DAYS on my own with no luck. The agent walked me through exactly what I needed to do with my 2022 W-2C and confirmed I needed to file a paper amendment. The time I saved not sitting on hold was definitely worth it. Sometimes you have to admit when you're wrong, and I was wrong about this one!

5 Just a heads up - make sure you keep good records of everything related to this W-2C and your amendment. I had a similar situation last year, and the IRS initially rejected my amended return because they couldn't match up the information with what they had on file. It took multiple calls and sending in copies of the W-2C to get it sorted out.

17 Has anyone else noticed employers seem to be sending more W-2Cs lately? This is the third post I've seen about this in the last month. My theory is that payroll companies are doing more audits since all the employee turnover during covid.