IRS Lock-In Dates

When the IRS detects an error in a person's withholding, they issue forms 2800C and 2801C to you and the person.

For further info, see the IRS website.

If you receive a form 2800C:

  1. Update the person's Tax Withholding card with the maximum withholding allowances specified by the letter.

    Do this by the lock-in date.

  2. In IRS Lock-In Details on the card, enter this date in IRS Lock-In Date.