Your Year-End Resource Guide
Here’s everything you need for year-end planning and preparation, right at your fingertips, to make filing a breeze and as stress-free as possible.
We've got you covered
Fingercheck's Year-End Resource Guide is your go-to spot for tax-related information. This information is here to help you organize your end-of-year materials.
Year-end checklist
Key things business owners can do to file their year-end data.
Year-end webinar
Our Customer Support team has tips to make year's end easier.
Year-end FAQs
Quick question? We might have the answer in our FAQ list.
Year-end prep blog articles
Visit our Small Business Hub for all the year-end articles and info you'll need!
2024 federal holiday calendar
Look no further! Stay ahead of all the dates you need to know for next year.
401(k) and IRA increases
Get all the recent news, forms and information directly from the IRS.
Year-End Filings & Filing Data Accuracy Checklist:
Key year-end areas to double-check
If you have questions or need assistance, please email support@fingercheck.com or call us at 800-610-9501
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Data Accuracy Check
Take a few extra minutes and ensure that the your data entered into your Fingercheck account is correct.
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Deadline for Data Entry
Add any missing payroll data to your account by Friday, December 29 to avoid late processing fees.
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Areas to Review
Make sure to thoroughly verify SSN accuracy on W-2 and 1099 forms, evaluate Third-Party Sick Pay, bonuses, and S-Corp Medical, and confirm the payment and accuracy of all manual checks.
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Additional Filing Services
Review and consider Fingercheck's additional filing services. For example, 1099-NEC Filing: Opt-out by Friday, December 29 if desired.
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ACA Compliance
For companies with more than 50 full-time employees, ensure you have taken care of health insurance compliance. Contact support@fingercheck.com by Monday, December 18 if needed.
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Form Availability & Location
Keep track of your forms with these deadlines: Quarterly Forms are due on Wednesday, January 24, 2024. Year-end documents should be submitted by Wednesday, January 31, and remember that W-2/1099 Forms are due by Tuesday, January 16. You can easily access all your forms on the Fingercheck platform under the 'Payroll' tab.
Year-end webinar
Get tips, advice and insights to make your year-end as painless as possible from our expert customer support team!
Download the PDF from the webinar below 🎉
FAQs about year-end filings
Year-End Tax Prep can be confusing. But we promise that we will help. One way we’re doing that is with this handy FAQ list. Have more questions? Please email support@fingercheck.com or call 800-610-9501 .
When will my W-2s be ready?
W2s will be available to download between the first to second week of the new year.
When will my year-end reports be ready?
Do we have to file for 1099 employees?
How do I run a bonus payroll for year-end?
When is the deadline to add wages for my 1099s?
How do I make a payroll to max out my 401(k)?
How do I allow for lump sum 401(k) contributions?
What is the deadline to record wages for 2023 without an amendment?
How do I create an accrual policy?
How do I offer benefits & open enrollment?
What about third-party sick pay at the end of the year?
How long do I have to file my third-party sick for New Jersey?
How do I get W-2s to terminated workers?
Why is my employee’s first check of 2024 net and taxes different amounts than the last check of 2023?
Resources designed to make planning your end-of-year much smoother
2024 Federal holiday calendar
Federal Holidays
Dates
New Year’s Day
January 1, 2024
Martin Luther King Jr. Day
January 15, 2024
Presidents Day
February 19, 2024
Memorial Day
May 27, 2024
Juneteenth National Independence Day
June 19, 2024
Independence Day
July 4, 2024
Labor Day
September 2, 2024
Columbus Day
October 14, 2024
Veterans Day
November 11, 2024
Thanksgiving Day
November 28, 2024
Christmas Day
December 25, 2024
Source: https://www.frbservices.org/about/holiday-schedules (see the holiday schedule up to 2028!)
Need IRS info quick? Look no further!
Key resources to check when you have questions
These details are offered as informational resources. Remember to run your questions and tax data by your tax professional.
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Annual Limits for 2023
Payroll deductions and taxes have annual limits that can impact employees' net pay - get the latest on Retirement and Health deduction limits. Read more
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IRS Online Tax Calendar
The IRS Online Tax Calendar allows you to view due dates and actions for each month. Read more
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Understanding Employment Taxes
Employers must deposit and report employment taxes. Understanding Employment Taxes is a resource the IRS offers to explain what you need to know. Read more
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Tax Withholding Estimator
Need to figure out your tax withholdings? The IRS provides this tool to estimate the federal income tax you want your employer to withhold from your paycheck. Read more
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Filing Status
Not sure what your filing status is? It’s important to know because it is used to determine your requirements, deductions, eligibility for credits, and the correct tax. Read more
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Form 941
Each Form 941 you file reports the total amount of tax you withheld during the quarter. Click here for help determining your Employer’s Quarterly Federal Tax Return status. Read more
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Correct a W-2 form with W-2C
When mistakes happen, do your best to correct errors quickly. The IRS has detailed instructions on correcting W-2s. Read more
Customer support every step of the way
Phone: 800-610-9501
Online Chat: You can always reach us using the messaging feature on Fingercheck.com.
Chatbot: Try out our Fingercheck virtual assistant, available 24/7 in-app.
Customer Support hours: Our hours are Monday through Thursday, 9 a.m. to 7 p.m. and Friday, 9 a.m. to 5 p.m. ET.