Here’s a quick FAQ to help you understand how employee year-end forms are delivered, accessed, validated, and managed in Bob.
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How are employee year-end forms (W-2s/1099s) delivered?
Employees with online access receive electronic W-2 forms in Bob. Employers can print and mail copies for employees without electronic access. To receive a ZIP file with all W-2s, submit a request to Support.
How do terminated employees get their W-2s or paystubs?
Terminated employees cannot access Bob. If they have a personal email listed, their W-2 will be emailed to them automatically once available. If there is no personal email present, they must contact their Admin to receive their form.
This does not apply to terminated 1099 contractors. Admins must provide the form directly to these individuals.
How can I print employees’ W-2s and 1099s directly from Bob?
Final forms are available for printing in each employee’s Docs folder in their Bob profile. Bob > Employee Profile > Docs > Year End Tax Documents.
Does Bob offer a mailing service for employees who elect paper W-2s?
No. All W-2s for 2026 are delivered electronically to employers. Admins must print and mail copies themselves. For a ZIP file of all W-2s, you may request this contacting Support.
Where do I find W-2s and other year-end forms in Bob?
Employer-level forms: US Payroll > Documents.
Employee W-2s: Bob > Employee Profile > Docs > Year End Tax Documents. W-2s are password-protected with the last 4 digits of the employee’s SSN.
How do employees get their forms? Do they get notified?
Forms are posted in Bob > Employee Profile > Docs > Year End Tax Documents. When the forms are available, employees will receive an email with a button linking to the document. The password for the employee will be the last 4 digits of their SSN.
Can I preview W-2s before finalization?
Please contact Support to request a copy of the 2026 W-2 drafts.
W2 drafts will not be available until after 11/19/26. (Once W-2s are finalized, draft versions will no longer be available.)
How can I submit a correction to Employee and Employer year-end forms?
Please contact Support with details on the correction needed.
Why doesn’t W-2 Box 1 match the year-end paystub total?
Box 1 shows taxable wages, not gross pay. Pre-tax deductions (401k, medical, HSA/FSA, etc.) reduce taxable wages.
Where do I access quarterly and annual tax packages?
Final year-end forms (IRS 940, 944, etc.) are available in US Payroll > Documents.
What reporting helps validate W-3 totals?
Date-range reporting is not yet available. For now, payroll reports must be pulled by pay period in US Payroll > Reports.
Are there reports to validate year-end info?
Date-range reporting is not yet available. Until then, payroll reports must be reviewed by pay period in US Payroll > Reports.
Why is an employee’s Federal Income Tax (FIT) Box 2 blank?
Low wages or the employee’s W-4 elections may reduce FIT withholding to zero. FIT follows IRS rules. Employees can update their W-4 for future payrolls.
How can an employee add 401(k) catch-up contributions?
Confirm the employee meets the age requirement. If eligible, Contact Support with the employee’s name and catch-up amount.
Which year-end forms does Bob file?
Bob files:
IRS 940: Employer’s federal unemployment annual return
IRS 944: Employer’s federal annual return
IRS W-2: Employee wage and tax statement
IRS 1099-NEC: Independent contractor payments
State annual reconciliation: Annual reconciliation return, filed if the state does not require quarterly returns
State W-2: Employee wage and tax statement for the state (also distributed to the employee with the IRS W-2)