Amending returns (filings)

If you amend outside Gusto, you must follow all IRS or state e-file rules.

⚠️ Important: Starting in 2024, paper filings are not accepted if your company filed 10+ information returns (like W-2s or 1099s) in a calendar year. This includes amendments.

Steps

1. Contact your accountant to submit the amendment.
   • Don’t have one? Use Gusto’s Partner Directory.
2. Go to Taxes & Compliance → Tax documents in Gusto.
3. Pick the right tab (Federal, State, etc.).
4. Download the filing Gusto submitted. Use this as a reference to prepare the amendment. You may need to make changes.
   • You can also run reports in Gusto to help complete it.
5. Contact the state agency for instructions. Ask which forms you need and explain why you’re amending.
6. File the amended return with the agency.

Note: Employers are responsible for paying any penalties or interest related to amended filings they file.

If you want Gusto to amend a filing, message Gusto Support from the in your account with details about why you need the amendment.

• If Gusto cannot amend, you’ll need to amend the return outside of Gusto and file directly with the agency. 
  • Example: Unemployment rate updates after a quarter is closed. In this case, you can pay the agency if you underpaid, or accept a refund if you overpaid.
• If Gusto can amend:
  • The support team will set expectations on timing.
  • You’ll be able to see the completed amendment in your account.
  • For questions, continue working with the support rep handling your case.

How to find an amendment completed by Gusto:

1. Go to Taxes & Compliance → Tax documents.
2. Select the Amended forms tab.
   • If you do not see the tab, the amendment is still in progress. Contact the Gusto team member working on it for an update.
3. View the completed amendment(s).

Q: Can Gusto amend any return?

A: No. Gusto can only amend returns we originally filed and accepted, and only for the last 8 quarters.

Q: What if Gusto didn’t file my original return?

A: You’ll need to amend it directly with the agency, usually with the help of an accountant.

Q: Where do I find an amended return completed by Gusto?

A: Go to Taxes & Compliance → Tax documents → Amended forms. If you don’t see the tab, the amendment is still in progress.

Q: Who pays penalties or interest from an amendment?

A: The employer is responsible for paying any penalties or interest charged by the agency.

Q: Can Gusto amend unemployment returns for updated rates?

A: No. If a rate changes after the quarter is closed, you must pay or accept refunds directly with the agency.