The IRS Form W-2 continues to be a cornerstone of year-end payroll responsibilities, and with changes in filing requirements for 2025, accuracy and compliance are more important than ever. This in-depth webinar is designed to guide payroll professionals through the latest updates, including new lower thresholds for mandatory electronic filing and recent modifications to the Form W-2. Attendees will receive a box-by-box walkthrough of the form, ensuring full understanding of each field’s purpose and correct usage.
Participants will also learn how to reconcile Form W-2 with Form 941, a critical step in year-end processing, and gain clarity on handling employee duplicate requests efficiently. We’ll explore the criteria for issuing a correction using Form W-2c versus amending the original W-2, and review penalties associated with incorrect filings—which have doubled in recent years. In addition, the session will cover electronic delivery requirements and best practices for verifying employee names and Social Security numbers against SSA records to avoid costly mistakes.
Learning Objectives: -
- Understand the 2025 changes to IRS Form W-2 and how to comply with the updated electronic filing thresholds.
- Learn a step-by-step method for accurately completing and reconciling the W-2 form with Form 941.
- Discover best practices for handling corrections, duplicate requests, and electronic delivery to employees while avoiding costly penalties.
Who Will Benefit?
- Payroll Executives, Managers, Administrators, Professionals, Practitioners, and Entry-Level Personnel
- Human Resources Executives, Managers, and Administrators
- Accounting Personnel
- Business Owners, Executive Officers, Operations, and Departmental Managers
- Lawmakers
- Attorneys and Legal Professionals
- Any individual or entity that must deal with the complexities and requirements of payroll compliance issues
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Vicki M. Lambert, CPP is President and Academic Director of The Payroll Advisor™ a firm specializing in the training of payroll professionals. With over three decades of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of payroll issues. She has conducted open market training seminars on payroll issues across the United States as well as served as an in-house trainer for businesses such as Sun Micro Systems, Fox Studios, Disney, the County of Riverside, and the City of Hesperia. Ms. Lambert currently produces and presents payroll-related audio seminars, webinars, and webcasts for clients, APA chapters, and business groups throughout the country. Ms. Lambert is an adjunct faculty member at Brandman University in Southern California and is the creator of and instructor for their Practical Payroll Online program, which is approved for re-certification hours by the APA.
