How do I create a 944 form?

Use Form 944 to report income tax you withheld from wages, including tips, supplemental unemployment compensation benefits, and third-party payments of sick pay, as well as Social Security and Medicare taxes.
Form 944 replaces the need to file quarterly Form 941 for certain small employers that have been notified by the IRS.
Form 944 should be filed with the IRS by January 31st of the year that follows the calendar year for which the form is prepared, i.e. January 31, 2021 for calendar year 2020.

Creating a 944 form

  1. Click on the Payer List button.
  2. Choose a Payer.
  3. Click on the Add Form button.
  4. Choose the 944 option from the Form Name drop down menu.
  5. Enter the applicable information.*

*The program automatically calculates some fields by using data you have entered elsewhere in the program. If any pre-calculated field is incorrect, you may override it by using the Unlock button at the right side of the window. (See the Federal/State Forms Prep Windows for more instructions.) The pre-calculated fields are as follows:

  • Line 2: Federal Income Taxes Withheld is calculated using W-2 transactions with the amount type Fed Inc Tax Withheld. All Recipients must be of 944 employment type.
  • Line 4a & 4b: Total Wages - SS Taxes is calculated using W-2 transactions with the amount type SS Wages. All Recipients must be of 944 employment type.
  • Line 4c: Total Wages - Medicare taxes is calculated using W-2 transactions with the amount type Medicare Wages. All Recipients must be of 944 employment type.
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