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New Member
posted Jan 18, 2020 11:16:51 PM

My employer owes me a refund? Never heard of that before?

0 4 1259
4 Replies
Expert Alumni
Jan 20, 2020 2:40:48 PM

Where are you receiving that message? If you are receiving that message in TurboTax, please copy and paste that message in your response so we can look into it. 

Level 15
Jan 20, 2020 2:43:55 PM

Probably this

 

There are 2 different situations when it will say Employer may have paid too much Social Security.  It's saying either 1 employer took out too much SS -OR- that you paid too much SS because you had more than 1 employer.  This should cover both.

 

More than 1 Employer:

For 2019,  If you had more than one employer and  the total of box 4 (only box 4 not box 6) on all your 2019 W2s  for Social Security is more than $8,239.80 you get the excess back on your tax return.  And it is for each spouse separately, not combined.  Check 1040 schedule 3 line 11 for it.  Then schedule 3 goes to 1040 Line 18d.  If only one employer took out more than $8,239.80 you have to get the difference back from that employer and get a corrected W2 form.

 

One Employer:

Check boxes 3 & 4 on your W2. Box 4 should be 6.2% of box 3 up to a max of $8,239.80.   So take the amount in box 3 and multiply it by .062. If box 4 is more than that you need to get a corrected W2 from your employer.  But also go back and double check your W2 entries, you may have entered box 3 & 4 wrong.  A lot of people who have asked this found they did enter an amount wrong.

 

Or check W2 box 12.  You may have entered Code A by mistake.

 

A sure way to fix this is to delete the W2 and re-enter it.  That may clear something out.

New Member
Apr 12, 2023 6:16:18 PM

What do I do if I already filed? I have a wage claim with my former employer and thought something like this would happen. What do I do? HELP

Expert Alumni
Apr 13, 2023 8:20:53 AM

If you have already e-filed, you will need to wait until the return is processed by the IRS (refund issued / payment processed) before going back into TurboTax. 

 

Revisit the W-2 section. In addition to the steps suggested by VolvoGirl to the previous poster, if you are filing a joint return, check to see if you have identified each W-2 correctly as "self" or "spouse". If a W-2 is mislabeled as belonging to the wrong spouse, TurboTax will see the Social Security withholding as belonging to one person instead of two.

 

Please also see this TurboTax help article for more information and steps to correct.

 

There are times when you should amend your return and times when you shouldn't. Here are some common situations that call for an amendment:

 

  • You realized you missed out on claiming a tax deduction or credit.
  • You accidentally claimed the wrong tax filing status.
  • You need to add or remove a dependent.
  • You forgot to claim taxable income on your tax return.
  • You realize you claimed an expense, deduction, or credit that you weren't eligible to claim.

See this article for more information on filing an amended return.