Form W-2 is one of the most important year-end payroll reporting documents that every employer must prepare accurately and submit on time. As reporting requirements continue to evolve, payroll and HR professionals must stay updated with the latest IRS regulations, filing requirements, and compliance changes to avoid costly penalties and reporting errors.
This comprehensive webinar provides an in-depth review of the 2026 Form W-2 reporting requirements, including the latest updates introduced under the One Big Beautiful Bill Act (OBBBA). Participants will learn how to accurately prepare, reconcile, file, distribute, and correct Form W-2 while ensuring compliance with IRS and Social Security Administration (SSA) requirements.
Designed for payroll professionals, HR managers, accountants, compliance officers, and business owners, this session combines practical guidance with real-world examples to help attendees confidently manage year-end payroll reporting and improve organizational compliance.
Learning Objectives:-
✔ Understand the latest 2026 Form W-2 reporting requirements and IRS updates.
✔ Learn the new OBBBA reporting changes affecting Form W-2.
✔ Master box-by-box completion of Form W-2.
✔ Reconcile Form W-2 with Form 941 accurately.
✔ Understand electronic filing thresholds and employer responsibilities.
✔ Learn electronic delivery requirements for employee W-2 statements.
✔ Verify employee names and Social Security Numbers using SSA validation tools.
✔ Reduce reporting errors and minimize IRS penalties.
✔ Properly correct reporting mistakes using Form W-2c.
✔ Improve year-end payroll compliance and reporting accuracy.
✔ Implement best practices for payroll documentation and recordkeeping.
✔ Confidently manage employee requests for duplicate Forms W-2.
Credits and Other Information:-
✔ Overview of Form W-2 for 2026
✔ OBBBA Reporting Changes
✔ Box-by-Box Form W-2 Completion
✔ Form W-2 & Form 941 Reconciliation
✔ Electronic Filing Requirements
✔ Electronic Filing Thresholds for 2026
✔ Employee W-2 Electronic Delivery Rules
✔ SSA Name and Social Security Number Verification
✔ Form W-2 Correction Procedures
✔ Proper Use of Form W-2c
✔ Avoiding IRS Penalties
✔ Duplicate Form W-2 Requests
✔ Payroll Compliance Best Practices
✔ Year-End Payroll Reporting Procedures
✔ Recordkeeping Requirements
✔ Live Q&A Session
✔ Payroll Executives
✔ Payroll Managers
✔ Payroll Administrators
✔ Payroll Professionals
✔ Payroll Practitioners
✔ Entry-Level Payroll Personnel
✔ Human Resources Executives
✔ Human Resources Managers
✔ Human Resources Administrators
✔ Accounting Professionals
✔ Business Owners
✔ Executive Officers
✔ Operations Managers
✔ Department Managers
✔ Attorneys and Legal Professionals
LIVE means you can attend the class in real time on the scheduled date and time.
The link to join the class will be shared with you 30 minutes to 1 hour before the class begins.
On-Demand means you can watch the recorded class at your convenience.
The link to access the class will be shared 48 hours after the commencement date of the live class.
You can let us know your preferred date to receive the link.
Note: Once the link is shared, you can access the class for three (3) days.
Web Download allows you to download the class recording for offline viewing.
The download link will be shared with you within 48 working hours after the commencement of the class.
An e-Transcript is a written text version of the entire class session.
It is useful for note-taking, revision, and quick reference.
The e-Transcript download link will be shared within 48 working hours after the commencement of the class.
This option includes: