Is there a way to see my YTD W2? I just converted to online and I don't think my W2 is correct. I'd rather correct it now than wait until the end of the year.

Hello, MgtConsultant.

Let's work together and ensure your W-2 forms are correct before the year ends. 

We can use the Payroll Summary report to determine the current data of the W-2 amounts. This also works if you haven't run any payroll yet after converting. Here's how to pull it up: 

1. Go to Reports. 
2. In the search box, type "Payroll Summary."
3. Click the result.
4. Review the employee amounts to find the incorrect data. 

Alternatively, we can also pull up a preview of the W-2 forms. This can work if you've already used QuickBooks Online Payroll after migrating.

Normally, official copies are available on January 13 but you'll be given a period to review it before this date. 

Here's how to review the W-2 form:  

1. Click Taxes, then Payroll Tax.
2. Go to Filings. 
3. Click View on the W-2 forms you want to review. 

I should also mention that in order to do this, we'll want to turn off the payroll and tax form automation. 

Now, we have a couple of scenarios to begin the W-2 amount correction. 

If you have already run payroll before within QuickBooks Online, we can delete and recreate the paychecks with the correct amounts. Although, I'd recommend checking this article first to know more about the deletion process: Delete or void employee paychecks. 

Normally, paychecks would be converted to regular checks after migrating to Online. There may be some issues if you delete these.

So, if you're unable to delete or correct the amounts for the W-2 form, we can contact one of the payroll agents so they can adjust the numbers for you. 

Here's how to reach them: 

1. Click the Help icon.
2. On the pop-up window, click the Contact Us button.
3. Type "correct w-2 forms for employees" in the box, then proceed with Continue.
4. Choose how you want to reach us (phone or chat). 

I'm sure you'll have other payroll-related tasks in the future. So if you need a guide for the year-end or simply want to file your taxes, check out these articles: 

• Year-end guide for QuickBooks Online
• Pay and file payroll taxes and forms in Online Payroll

Let me know if you have more questions about the tax forms in QuickBooks Online. If you happen to have any difficulties with your entries or reports, feel free to include your concerns. Always here to help.