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Index/Topics/Form 941-X

Form 941-X

The use of Form 941-X to correct previously filed quarterly returns and claim a refund or apply an adjustment.

Fact-Checks

2 results
Jan 19, 2026

What steps can a taxpayer take to get a corrected 1099‑R (or Code Y) if their QCD was misreported?

When a qualified charitable distribution (QCD) is misreported as taxable on Form 1099‑R, the taxpayer’s immediate lever is to gather proof and press the IRA custodian for a corrected 1099‑R; if that f...

Jan 7, 2026

If my employer misreports overtime withholding on the W-2, how do I correct it with payroll and the IRS?

When overtime withholding is misreported on a Form W-2, the employer is responsible for fixing the return and reissuing a corrected Form W-2c to the employee and the SSA, and may need to adjust prior-...