New Form 941 For 2019: What You Need To Know

Training Format: Recorded Webinar

Format Type: DVD

Speaker(s): Vicki M. Lambert

Supporting File(s) : Download Zip (591.80 KB)

Webinar Date: Thursday, March 14, 2019

CEU/Credit Hours: SHRM 1.5 PDC

Training Duration : 90 minutes

Training Material Download : Training Material (Password Required) (2.57 MB)


Untitled Document

New Form 941 For 2019:  What You Need To Know

Form 941 is the link between your payroll records and the IRS tax records. Proper administration of this vital form is critical if you want to avoid IRS Notices and the penalties and interest that accompany them.  The Schedule B is also a crucial form for many employers.  The IRS demands that the Form 941 and the Schedule B match to the penny…every single time…without fail!

It has always been a requirement that the Forms 941 be reconciled with the Forms W-2 prior to submitting each form. If the employer fails in this reconciliation, the IRS and Social Security Administration can both assess penalties! This reconciliation has become even more critical these past few years.

This webinar -Form 941 for 2019:  What You Need to Know ,by Payroll expert, Vicki Lambert, covers the IRS Form 941 and its accompanying Form Schedule B for 2019.  It discusses what is new for the form in 2019 and covers the requirements for completing each form line by line. It includes the filing requirements and tips on reconciling and balancing the two forms. The webinar also covers the forms used to amend or correct the returns.

Learning Objectives

  • For the attendee to understand the requirements for completing the 2019 Form 941 correctly line by line.
  • To ensure that the attendee has the basic knowledge to complete the Form Schedule B according to the IRS regulations and to ensure that it reconciles down to the penny with the Form 941 prior to submission.
  • To ensure the attendee knows when a Form 941-X is required and provide the attendee with the basic knowledge of how to complete Form 941-X.
  • To demonstrate to the attendee the reconciliations needed under IRS and Social Security Administration regulations.
  • How  to complete schedule B for Form 941 for 2019?

Session Highlights

  • What’s new for 2019 including the new qualified small business payroll tax credit
  • Line by line review of the 2019 Form 941
  • Tips for completing the Schedule Bliability dates vs. deposit dates
  • Tips to balance Form 941 and Schedule B to the penny—as required by the IRS
  • Form due dates
  • Who should sign the Form 941
  • Reporting third party sick pay, group term life insurance and tips correctly
  • How to reconcile the Forms 941 with the Forms W-2
  • What to do if you discover an error in deposits for the quarter when completing the Form 941
  • Using the 941X form to correct the Form 941

Who will Benefit?

  • Payroll Executives
  • Payroll Managers/Administrators
  • Payroll Professionals/Practitioners/Entry Level Personnel
  • HR Executives
  • HR Managers/Administrators
  • Accounting Personnel
  • Business Owners
  • Executive Officers
  • Operation and Departmental Managers
  • Lawmakers
  • Attorneys/Legal Professionals
  • Any individual or entity that must deal with the complexities and requirements of Payroll compliance issues



Vicki M. Lambert, CPP, is President and Academic Director of The Payroll Advisor™, a firm specializing in payroll education and training. The company’s website offers a payroll news service which keeps payroll professionals up-to-date on the latest rules and regulations.With over 35 years of hands-on experience in all facets of payr.. Read More >>



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