Troubleshoot a 401(k) amount incorrectly included or excluded from certain box amounts
Try these options if a 401(k) amount is incorrectly included or excluded from box amounts on a W-2 form.
- Make sure a birth date was entered for each employee before payroll checks were entered. This is necessary to correctly calculate 401(k) limits and taxable wage amounts.Follow these steps if payroll checks were entered without a birth date:
- SelectSetup,Employees, then thePersonaltab.
- Enter the correct data in theBirth datefield.
- Delete, then re-enter the payroll checks for the employee to calculate 401(k) amounts, taxability, and limits correctly.
- Manually adjust the employee's year-end taxable wages.
- SelectSetup,Employees, then thePayroll Itemstab. Make sure that theDo not apply catch-up limitcheckbox isn't marked in the payroll items settings.
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Edit amounts on an employee's W-2
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