2018 Schedules 4 and 5

[sharonh]

I received a letter from the IRS stating my W-2 does not support an excess SS withholding. 

Scenario - MFJ - Primary Taxpayer is a W-2 employee and spouse is self-employed Schedule C

Primary Taxpayer:  

1.  Contributed the maximum SS amount for 2018 as reported on the W-2 from current employer

2.  TT created schedule 4 for the uncollected tax on life insurance benefit from the company where the primary taxpayer retired - Line 62 - code C for a total of $101 ($82 SS and $19 Medicare)

3.  TT created schedule 5 - line 72 for the Excess SS in the amount of $82

Planning to call the IRS on 12/2/19 - has anyone else experienced a similar scenario?  

[Critter]

Was the uncollected SS & Medicare taxes (box 12 codes M & N  ) on a separate W2 from the wages ?   Did both W-2 forms have the same EIN ?  

[sharonh]

Yes, separate W-2s....both attached to the physical paper return.   Different EINs on the W-2s.  The uncollected taxes were in box 12 M and 12 N.

[Critter]

Interesting ... this could have been a programming issue as this is such a rare situation although I fully believe the IRS is wrong... call the number on the notice and ask them to quote the IRS regulation that explains why this is wrong.    Also talk to TT support on Monday to see what they say ...  

Use this website to contact TurboTax support for this situation:

https://support.turbotax.intuit.com/contact/

[dmertz]

Since these W-2s are from different companies, I agree with Critter that the the IRS has made a mistake here and that your tax return is correct.