2026 Form W-2 Updates: No Tax on Tips & Overtime Under the OBBB Act

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Date: February 11, 2026 | Time: 01:00 PM (ET)
Duration: 120 Minutes | Speaker: Patrick A Haggerty, EA
Certification: SHRM & HRCI Credit – 2.0

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Category: Live Webinar

Description

A major task of Payroll departments is providing W-2 Forms to employees and to the Social Security Administration. The Forms must be correct, complete, and filed on time, or the employer may face stiff penalties. This webinar will cover the fundamentals of preparing and filing Form W-2, actions you can take now to reduce or prevent filing problems and errors, special reporting situations, and what to do when errors are discovered.

A major task of Payroll departments is providing W-2 Forms to employees and to the Social Security Administration. The Forms must be correct, complete, and filed on time or the employer may face stiff penalties. This webinar will discuss new reporting requirements and changes to the 2026 Form W-2 under the “No Tax on Tips” and “No Tax on Overtime” provisions of the One Big Beautiful Bill Act.

The webinar covers steps to take now to prevent or reduce filing problems and errors and how to handle special filing situations. How to verify employee name/number combinations, and how to file the forms electronically as well as on paper. It will identify common and not so common errors and adjustments that affect Forms W-2 and the steps to take when errors are discovered, cover the use of Form W-2c to make corrections and the due diligence steps that can establish reasonable cause for penalty abatement.

Why You Should Attend:

Payroll taxes are a serious issue for the IRS. Two thirds of federal taxes are collected through the payroll tax system. By law, employers must withhold federal income, Social Security and Medicare taxes from employees’ wages. Employers are required to timely and correctly report this information using Form W-2 to both the Social Security Administration and to employees or face stiff penalties for noncompliance.

This webinar will provide you with information and resources you need for successful compliance with the reporting requirements and for establishing due diligence and reasonable cause for penalty avoidance when errors occur or corrections need to be made.

Areas Covered:

New recordkeeping and reporting requirements for qualified tips and qualified overtime.
Definition of qualified tips • Definition of qualified overtime and how to compute it.
How Social Security resources can be used to prepare, submit, and correct W-2 forms
Due dates for filing and furnishing W-2 Forms and penalties for non-compliance
Penalties for late or incorrect W-2 Forms: Due diligence procedures to avoid penalties
Actions to be taken before year end to avoid employee information errors
Forms W-2 and W-3 line by line: What goes in all those boxes?
New Box 12 codes for 2026
Changes made to current Forms W-2 and W-3
The common W-2 errors, how to avoid them and how to correct them
What to do when an employee’s name or tax ID number is incorrect
Methods to reconcile Forms W-2 and 941 and what to do if differences are discovered

Who should attend:

Accounting professionals who are involved in the processing of Form W-2
Payroll Supervisors and Personnel
Payroll Consultants and Payroll Service Providers
Public Accountants and Enrolled Agents
Internal Auditors and Tax Compliance Officers
Employee Benefits Administrators
Officers and Managers with Payroll or Tax Compliance Oversight
Company / Business Owners
Managers/ Supervisors
Public Agency Managers
Audit and Compliance Personnel / Risk Managers

Ask your question directly from our expert during the Q&A session following the live event.

Speaker

Patrick A Haggerty, EA

Patrick Haggerty is a tax practitioner, author, and educator. His work experience includes non-profit organization management, banking, manufacturing accounting, and tax practice. He began teaching accounting at the college level in 1988.

He is licensed as an Enrolled Agent by the U. S. Treasury to represent taxpayers at all administrative levels of the IRS and is a Certified Management Accountant. He has written numerous articles and a monthly question and answer column for payroll publications. In addition, he regularly develops and presents webinars and presentations on a variety of topics including Payroll tax issues, FLSA compliance, and information return reporting.

Certifications

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This Program has been approved for 2.0 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through HR Certification Institute®? (HRCI®).

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