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Using 941X: How to Amend Forms 941 – Practical Answers to Amending Your Payroll Tax Returns

Using 941X: How to Amend Forms 941 – Practical Answers to Amending Your Payroll Tax Returns
Product Code - PYAU01
Speaker(s): Jerri Langer, Esq, COKALA Tax Information Reporting Solutions, LLC
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This webinar is for tax professionals; payroll managers, operations, and other support staff; accounting managers; accountants; and everyone who needs to understand the full scope of what is needed to correct federal tax withholdings filed on Forms 941.

Walk away from this program knowing the fundamentals of the correction process and be prepared to handle any changes coming your way. We will walk through each line of the Form 941X and explain the details, the why's, the how's, and the when's of using this form to fix prior period errors in your payroll tax processing. Understand your options for claiming refunds or applying credits and in handling newly found liabilities. Learn that it makes a difference if you are claiming refunds for your employees' overwithheld Social Security taxes and what you need to obtain from your employees before you attempt to reclaim FICA taxes. Learn when you can reclaim over withheld income taxes --- there are limits. Special rules come into play for overpaid wages. Learn how to handle these situations when employees need to pay you monies back. Most importantly, learn to avoid processing errors that lead to inappropriate and costly liabilities for your firm. Forms 941X require corrections on Forms W-2C. Learn more about W-2C filings mandated in the correction process. New lines will be added to the 941-X to handle matters under the Health Care Act. This program will cover what is expected.

What you will learn:

Mistakes completing and filing 941X forms result in processing errors and delays. Learn what mistakes not to make. Learn how to effect a wage correction from a payroll tax perspective and how to complete and file a 941X where reclaims are available. Learn when claims are seasoned so that a 941X can be filed. We will spend time discussing how to avoid penalties and interest where failures are discovered in your process and you find you owe taxes for previous periods.

Join noted payroll consultant Jerri LS Langer, with Cokala Tax Reporting Solutions, as she covers handling wage corrections and filing Forms 941X. In this session you will learn:

  • Line-by-line what is required on the 941-X.
  • The differences between making adjustments and making claims on the 941-X.
  • When to file Forms 941-X: the statute of limitations and how to lock in interest and penalty free periods.
  • Why the date you discover your errors is so important and the definition of that date - it is not what you think! Reclaims have to be seasoned… you will learn what that means.
  • Certifications of correct filings of W-2s and W-2Cs are required, it may mean gaining the cooperation of others in your firm or of your payroll service provider or other third party such as your insurance company that services your sick pay benefits.
  • And much more!

Register quickly and easily online  to secure your space now. Or, please call 1-800-372-1033 option 6, then sub-menu option 1, and refer to date and title of conference. Lines are open Monday through Friday from 8:30 a.m. to 7:00 p.m. ET, excluding most federal holidays.

Don't miss this opportunity to hear a lively, dynamic presentation. Not only are Webinars an excellent way for you to stay current; with Bloomberg BNA you also get:

  • Quality. Count on it. Nothing is canned.
  • Objectivity. Bloomberg BNA provides you with the best and most objective information. Unlike other companies, we don't use our Webinars as a forum to sell outside solutions.
  • Affordability. Bloomberg BNA Webinars are inexpensive compared to the cost of travel to attend a conference. Plus, you may use a speakerphone and invite as many of your colleagues as you want to listen in-all for the price of a single registration.
  • Convenience. No airlines. No travel. No time out of the office.

In addition, you'll receive:

  • Personal attention. Once you've registered, send your questions in advance to and they'll be included in the program. You'll also have a chance to ask your questions during the Webinar.
  • Follow-up materials. You need no materials upfront to follow along to our live conference. But Bloomberg BNA always issues a follow up e-mail with contact information for our speakers, as well as other materials related to the topic.
  • 1.0 CPE or APA RCH credits by attending this Webinar. Find out how.


Bloomberg BNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Prerequisite: No prerequisites required

Delivery Method: Group-Internet

Advanced Preparation: None required
Recommended CPE Credit:

Recordings of the program do not qualify for CPE credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 800-372-1033.

Jerri Langer, Esq, COKALA Tax Information Reporting Solutions, LLC

Jerri Langer
is a nationally respected information reporting and withholding consultant who provides a wide range of tax advisory services to many Fortune 500 companies around the world.  She is a founding member of the Cokala Tax Group, an advisory services firm offering experienced, efficient and practical help in meeting obligations for tax withholding, payee documentation, tax information reporting, and related issues including income classification. She has twice been appointed a member of the IRS Commissioner's Information Reporting Program Advisory Committee (IRPAC), serving in 2009-2011 and  in 1999-2000.  Prior
to Cokala, she served as a Director in Balance Consulting, an organization specializing in tax reporting and withholding compliance; and earlier as chief tax compliance officer of ProBusiness Services Inc.  Jerri learned much of her trade as a Director in Deloitte & Touche, where she gained a national reputation assisting clients in complying with domestic and international tax reporting and withholding requirements.  She received her JD and LLM in Taxation from the University of Florida - College of Law (1982) and is a member of the Florida and Michigan bars.  


Jerri authors the AAPA Guide to Accounts Payable published by Aspen in conjunction with the American Accounts Payable Association, an affiliate of the American Payroll Association, and she contributes to The Payroll Answer Book and The California Payroll Guide, also Aspen publications.  She is also the author of articles and commentaries which have appeared in a number of widely circulated publications; has been quoted in professional journals; and is a frequent lecturer around the country on these topics.