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Form 945: Annual Return of Withheld Federal Income Tax
You can use Form 945 to report withholding amounts from Forms 1099 and W-2G. The application provides:
- Form 945 - Annual Return of Withheld Federal Income Tax
- Form 945-V - Form 945 Payment Voucher
- Form 945-A - Annual Record of Federal Tax Liability
Important considerations
- Form 945 is available for processing only when theDo Not Filecheckbox is unmarked in the Forms section of thePayroll Taxestab of theClientsscreen. By default, this checkbox is marked for all clients.
- Form 945-V - Payment Voucher is available only when there's an amount due for Form 945.
- Form 945-A is available only when the deposit schedule for the client is set up asSemiweeklyfor the 945 tax agent in theAgenttab of theVendorsscreen, and when line 3 on Form 945 is greater than $2,500.
- Form 945 includes only payroll check amounts for independent contractor employee. The amounts display either on line 13 or line 14, depending on whether or not the employee is set up for backup withholding. Choose this option on thePayroll Taxestab of theEmployeesscreen.
- An informational diagnostic will display if there's an overpayment carried from Form 945-X.
Prepare other 1099s and complete Form 945
According to the IRS instructions, Form 945 should be used to reconcile withholding from 1099s. However, the application will only prepare Form 945 automatically from independent contractor employees. 1099s that aren't an NEC won't flow to Form 945. Do the following if you're preparing other types of 1099s that aren't for independent contractors:
- SelectSetup,Clients, thenPayroll Taxes.
- Unmark theDo Not Filecheckbox for Form 945.
- Prepare your 1099s as normal.
- SelectActionsthenEdit Payroll Tax forms.
- ChooseReconciliation,Annual,Federal, and945for the form type and jurisdiction.
- Manually complete Form 945.