Year-end Reporting

Year-end, closed cleanly. W-2 and 1099 production, fourth-quarter reconciliation, and amended filings — prepared from data that was verified before the forms went out.

Reconciled first. Printed second.

Most year-end pain is a data problem discovered too late. We reconcile quarterly filings against the payroll register through the year, so December is a production task rather than an investigation.

• Quarterly 941s tied to the register every cycle
• Wage and tax totals verified before forms are generated
• Employee address and TIN validation ahead of print
• Discrepancies resolved while there is still time to amend cleanly

What comes out of year-end.

• W-2 production — Generated, reconciled, and delivered to employees and the SSA on the required schedule.
• 1099 production — 1099-NEC and related forms produced for contractors from verified payment records.
• Amended filings — W-2c, 941-X, and state amendments prepared and filed when a correction is required.

How the season runs.

• October — Year-end readiness review — register reconciliation, address and TIN validation, benefit taxability check.
• November — Corrections applied while they can still be handled in a regular pay run.
• December — Final run reconciled, fourth-quarter position confirmed, forms staged.
• January — W-2 and 1099 delivery, federal and state filings submitted, amendments handled as needed.

Coming into year-end with open questions?

We will review your quarterly filings against the register and tell you what needs correcting before January. Talk about year-end →

Also on our main site: www.momentumdatasolutions.com/year-end-reporting