Amended returns (filings)

If you need to amend a return outside of Gusto, follow the steps in the first dropdown below.

If you're hoping Gusto can help amend a filing, we can only submit an amended filing if:

The original quarterly/state filing was filed by Gusto and accepted by the agency, and;
- Example: If you joined Gusto in Q2 2023 and need to amend a filing for Q1 2023, Gusto can assist with adjustments on the 2023 annual tax forms. Gusto cannot amend the quarterly filings for Q1 2023 since we did not submit that filing.
The amendment must be for a quarter within the last eight quarters from the original filing date or eight quarters from when you made the request, whichever is earlier.
- Example: If it's Q1 2024, we'll only complete amendment requests for quarters between Q1 2022 and Q1 2024.

If you’re filing an amendment outside of Gusto, make sure you comply with all IRS or state electronic filing requirements.

Heads up: Beginning 2024, paper filings are not accepted if a company had 10 or more “information returns” (W-2s and 1099s) in a calendar year. This requirement also applies to amendments.

Getting started

Contact your accountant so they can help submit the amendment—if you do not have one, find one in our Partner Directory.
Go to the Taxes & Compliance section and select Tax documents.
Make sure you're on the most applicable tab (Federal, state, etc).
Download the filing Gusto submitted.
- Use this as a reference point—you may need to modify certain details for the amendment.
- You can also run a variety of reports in Gusto that may help complete the amendment.
Contact the state agency and ask how to file the amended return, including any required forms or additional documentation..
- Make sure to detail why you're amending return(s) and get personalized guidance.
File the amended return with the applicable agency.
- Important: If penalties or interest are assessed as a result of the amendment (adjusted information), the employer is responsible for paying these amounts to the relevant agency.

Contact our team with additional detail about the reason for the requested amendment(s)—we'll let you know if Gusto can help.

If we cannot help, you'll likely need to amend the return outside of Gusto.
- Example: We do not amend unemployment returns for rate updates retroactively made for an already closed quarter—you can simply pay the agency any amount owed (if you've underpaid), or accept the refund (if you've overpaid).
If Gusto needs to amend a return, our team will set expectations with you about when you can expect it to be complete and available in your Gusto account.
- For specific questions about your amended return, work with the support team member who helped.

Click the Taxes & Compliance section and select Tax documents.
Toggle to the Amended forms tab on the page.
- If the tab is not visible, this means the amendment is still in progress. Reach out to the person who was working on the corrections for an updated timeline.
View the amendment(s).