Retirement tax questions

Ok ... there are 2 things to do ... get the forms to the employees and get them to the SSA.

 

If you insist  on filing  them before January  then you use the 2021 forms  and  manually cross off the 2021 tax year  and enter 2022 on them and send them to the employees.   

 

Then send a very clear note to the SSA  with the red copies of the W-3/2 forms alerting them of the correct tax year is 2022 if you are going to file them now.    If you do this expect problems/errors to happen ... so if you can you really should wait until next Jan to send out the employees forms and file  electronically with the SSA.