Form W-2 for 2026: All You Need to Know

Form W-2 for 2026: All You Need to Know

Date: July 8, 2026

Time: 1:00 PM ET | 12:00 PM CT | 10:00 AM PT

Speaker: Dayna J Reum

The Form W-2 remains one of the most critical year-end reporting documents that payroll departments must process accurately and on time. This webinar provides a comprehensive review of the IRS Form W-2 requirements for 2026, including the latest reporting changes associated with the OBBBA. Attendees will gain a practical understanding of how to properly complete, reconcile, file, and correct Form W-2s while avoiding costly penalties and compliance errors.

Designed for payroll, HR, accounting, and compliance professionals, this session includes a detailed box-by-box explanation of Form W-2 reporting requirements, electronic filing thresholds for 2026, and best practices for reconciling Forms W-2 and 941. The webinar also reviews electronic delivery requirements, handling duplicate employee requests, and the proper use of Form W-2c for corrections. With increased penalties for inaccurate reporting, this training emphasizes the importance of verifying employee names and Social Security numbers using SSA database validation processes.

Why Should You Attend?

This webinar provides practical guidance and actionable compliance strategies for payroll and HR professionals responsible for year-end reporting. Attendees will leave with the knowledge needed to improve reporting accuracy, streamline W-2 processes, and confidently manage evolving payroll compliance requirements for 2026.

Learning Objectives:

  • Gain a clear understanding of the latest 2026 Form W-2 compliance requirements and reporting updates
  • Learn practical best practices for accurate W-2 preparation, reconciliation, and filing
  • Understand how to reduce costly reporting errors and avoid increased IRS penalties
  • Discover when and how to properly correct W-2 errors using Form W-2c
  • Improve your confidence in managing year-end payroll reporting and employee documentation requirements

Session Highlights:

    • Changes to the Form W-2 for 2026, including the new reporting requirements for the OBBBA
    • Electronic filing thresholds for 2026 and employer filing responsibilities
    • Line-by-line completion and reconciliation of Form W-2 with Form 941
    • Electronic delivery requirements for employee W-2s and how to establish a compliant program
    • Proper use of Form W-2c, correction procedures, and avoiding penalties for incorrect reporting

 

 

Who Will Benefit:

  • Payroll Executives, Managers, Administrators, Professionals, Practitioners, and Entry-Level Personnel
  • Human Resources Executives, Managers, and Administrators
  • Accounting Personnel
  • Business Owners, Executive Officers, Operations Managers, and Departmental Managers
  • Attorneys, Legal Professionals, Lawmakers, and any individual responsible for payroll compliance requirements

SPEAKER

Dayna is currently the Senior Director of Payroll & HRIS at Ann and Robert H. Lurie Children’s Hospital of Chicago. Dayna has been heavily involved in the payroll field for over 20 years. Starting as a payroll clerk at a small Tucson company. Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards including Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics include Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, and International and Canadian payroll. Dayna has her CPP (Certified Payroll Professional) through the APA. Dayna has also assisted in the CPP preparation classes for the Chicago APA Chapter. She has served on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments, Dayna is certified in HR hiring and firing practices and is a Six Sigma Greenbelt.

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