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About Quick Employer Forms

 

Quick Employer Forms (QEF) is a free online service that makes it easy for small business owners to create and securely e-file W-2, 1099-MISC, 1099-INT, and 1099-DIV forms. Can I use the desktop version of W-2/1099 Reporter this year?

This year, the QEF service is available exclusively through TurboTax Business and TurboTax Home & Business products and includes free electronic filing to the IRS and SSA.

For unlimited access to Quick Employer Forms, please purchase 2011 TurboTax Business or TurboTax Home & Business and enjoy the added advantage of e-filing your forms at no additional cost.

Click here for our customers' top questions and answers.

Note: Quick Employer Forms supports electronic filing to federal agencies (SSA and IRS) only. It does not support filing any state employer forms or paper filing with the SSA and IRS.

If you file 100 or more forms, we recommend that you use Intuit’s 1099-Efile Service, designed to accommodate larger businesses. Learn more here.

Lacerte and ProSeries customers: Please contact your sales representative for information regarding Quick Employer Forms.

 

Quick Employer Forms - Frequently Asked Questions

We're here to help but before you contact us, take a moment to browse these Q&As.

Where is COPY A of my Forms 1099 and W-2?

Copy A and Form W-3 (Form 1096) are not required for e-filing, so be sure that you do not mail these forms to the SSA as this will generate duplicate filings.

Where are the Forms 1096 and W-3 for Forms 1099-INT and 1099-DIV?

Form 1096 is not provided for the Forms 1099-INT and 1099-DIV. In addition to summation, most Quick Employer Forms customers use a Form 1096 for state filings and states don't usually require one for the 1099-INT and DIV.

Can I e-file my forms?

Yes.E-filing your  W-2s and 1099s is available now. After you've created your forms, simply select E-file All at the top of the My Businesses page. The deadline to e-file W-2 and 1099 forms with the SSA and IRS is April 2, 2012.

Does Quick Employer Forms provide printing and mailing service for my employer forms?

Quick Employer Forms no longer offers printing and mailing services. We apologize for any inconvenience. However, you can continue to print your forms for mailing. Use the PDF button next to each form to print the recipient copies and mail them by January 31, 2012.

I missed the January 31, 2012 deadline for mailing Forms W-2 and 1099 to recipients. What should I do?

You should print all applicable forms from the Quick Employer Forms My Businesses page and mail the forms to recipients as soon as possible.

Do I need to print on special forms or print in red ink?

No. We file these forms electronically, so there are no special forms to buy or printing requirements (red ink) to worry about.

I have questions about Social Security and Medicare withholding for my employees?

What if Social Security and Medicare withholding is not required for my employees?

  1. First, check the box on the W-2 form in QEF to disable automatic calculations.TurboTax QEF will test that your withholdings are correct (4.2% for Social Security and 1.45% for Medicare).
  2. Make sure the withholdings in Boxes 4 and 6 calculate correctly based on the wage amounts in Boxes 3 and 5.
  3. If there is no withholding, enter zeroes in the Social Security and Medicare fields (Boxes 3, 4, 5 and 6).

What if I withheld incorrect amounts for Social Security and Medicare?

If you withheld incorrect amounts, you should file corrected quarterly forms (Form 941). If you pay your payroll taxes annually (Forms 944, 943, or Form 1040 Schedule H), you may not have filed yet. When you do file, use the correct figures that match the W-2s you are filing now.

if you have already filed, you will need to correct the forms and refund any over-withheld taxes to your employee, or collect any under-withheld taxes from them. See IRS Publication 15, section 13, page 26, for more information.

An error appears about Houston and Outer Space or I get a blank page after entering my Business Information.

Double check your entries for these possible issues:

  • For the best results, manually type in your business information. Do not cut and paste it into the program fields.
  • Enter your EIN or SSN on the Business Information page twice for confirmation purposes.
  • Entries for fields with a red asterisk (*) are required.
  • Make sure your employer type matches your ID number. For example, a business with employees must enter an EIN.

 

When I try to access Quick Employer Forms, I get the message: We are unable to login at this time. Please try again later. What does this mean?

We apologize for this inconvenience. We are most likely updating or conducting maintenance work on Quick Employer Forms. It shouldn't take long. Please try again soon.

If you lost your User Name, User ID or Password go here.

After I e-file, do I need to mail or submit anything to my state?

After e-filing, be sure to check your state's website for W-2 or 1099 reporting requirements. Each state's requirements vary and don't require any forms to be mailed in.

You do not need to mail anything to the IRS or SSA after e-filing with Quick Employer Forms.

After I e-file, how will I know if the IRS or SSA has accepted by form(s)?

After e-filing your W-2 or 1099 form, please monitor your filing status on the Quick Employer Forms My Businesses page. The e-file status will update from "Sent" to either "Accepted" or "Rejected" when the Government Agency processes the form. The status change may take up to 2 to 4 weeks. You will also receive a notification by e-mail when the status changes. E-file is due by April 2, 2012.

What happens if I have over-or under-withheld Social Security or Medicare taxes from my employee?

For tax year 2011, the law requires you to withhold 4.2% for Social Security tax and 1.45% for Medicare tax from your employees' wages. ( Add Box 3 plus Box 7 for Social Security taxes;See Box 5 for Medicare.) We recommend that you make sure your W-2s properly reflect those percentages for each employee BEFORE you e-file, and correct your annual/quarterly forms to match.

This is important because these taxes are sent to the IRS quarterly (Form 941) or annually (Forms 944, 943, or Form 1040 Schedule H) depending on the type of employer you are. If the amounts you report on those forms do not match the amounts on the W-2s that you send to the Social Security Administration, you will be contacted directly by the SSA or IRS and required to issue corrected forms.

How can I correct forms that have already been e-filed and accepted?

Quick Employer Forms does not support corrected forms. Once the original e-filing is accepted, here are your choices:

  • To file a corrected W-2,
  • To file a corrected 1099:

 

 

Tip: If you don't see your answer on this page, please click here to visit our entire list of Common Questions/FAQs.

 
 

 

What if my amounts do not match due to rounding?

If the amounts on your employer forms do not match due to rounding, those adjustments are best made when you file your quarterly (Form 941), or annual (Forms 944, 943, or Form 1040 Schedule H). The type of form you file depends on the type of employer you are.

You can file corrected forms now to match your W-2s. If you pay your payroll taxes annually (Forms 944, 943, or Form 1040 Schedule H) you may not have filed these yet. When you do file, use the correct figures that match the W-2s you are filing now.

If you have already filed, you will need to correct them. See IRS Publication 15, section 13, page 26 for more information.

Why do I have to sign in to prepare W-2 and 1099 forms?

We ask for your login to ensure that we safeguard the information you provide about your business and your employees on the forms you create. No one else using your computer can access that information. Feel free to use the User Name you already created for access to TurboTax, QuickBooks, Quicken, Lacerte, or other Intuit products.

Can I start and come back later?

Yes. We think you'll find Quick Employer Forms is so easy that you'll finish all your W-2s and 1099s in one sitting. But if you want to come back later, you can quit and log in to the website using your user ID and password again at another time. We save all the forms you create too, so next year you'll be able to transfer your information and it'll be even faster.

How is my information protected?

Your data's security is our number one priority. Quick Employer Forms is a product of Intuit, so we leverage the same type of security infrastructure and safeguards that protect the sensitive data of millions of online TurboTax, Quicken, and QuickBooks users. It is the same kind of security used by online banks: 128 bit SSL encryption, secured and firewalled facilities, third-party reviews, and verification by RSA, TRUSTe, and VeriSign.

How can I get started on my W-2 and 1099 forms?

Follow these steps:

 1. Select "Create a New Form" from the My Businesses 2011 page.

 2. Choose the form you need to create from the What Form Would You Like to Prepare window.

NOTE: if you have more than one business you may chose the one you are working on from the dropdown menu on the “Add Business Information” page.

 3. Enter your business, payee, and form information in the three subsequent windows.

 4. If the completed form looks good at the Verify form information window, choose Continue.

 5. When you've finished creating all of your forms,choose E-file All.

How can I import or export my information from TurboTax?

The import feature on Quick Employer Forms is currently limited to importing information from the TurboTax W-2/1099 Reporter. We are working on enhancing this feature and hope to bring you more import capabilities in the future.

How can I save my forms?

We save everything for you after you complete each screen. Once you click Done or Continue at the bottom of the screen, your information is saved automatically. We'll also save your forms for next year, too. Remember your User ID and password and just log in to get started next year.

I need help with my User ID and/or Password

 

At the sign-in page, you can click on Can't access your account and follow the steps on your screen. Note: You'll need access to your email account. If you want to check if you have a User ID or want to know how many User IDs you have, click on Forgot User ID and you will receive an e-mail with all your accounts. If you have an existing User ID in other Intuit web applications, you can use that instead of creating a new User ID. If you would like more information on how to manage your accounts, click Manage my Account.
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