How long do you retain W-2 information?

  • May 14, 2015

Q: A former employee has requested a copy of his 2003 W-2 form. We backed up the data, sent it to a remote storage facility and purged it years ago. It would be...

How to report a canceled loan?

  • January 16, 2015

Question: An employee left our company in 2012. While he worked here, he had taken out a loan from the company and he signed a promissory note. The problem is that the...

How do we enter a gross-up on a W-2?

  • December 23, 2014

Q: The company offers stock to employees, which becomes taxable at a later date. Employees who terminate during the year are still eligible for the stock, but, since...

Worksheet for 2014 Forms W-3/941

  • December 10, 2014

Use this worksheet to reconcile your four quarterly 941s and W-2s, so the amounts you report to the SSA and the IRS match.