Our SSI contributions were combined in Turbo Tax a...
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rcampbellpfs
New Member

Our SSI contributions were combined in Turbo Tax and resulted in a refund. However, when the IRS received our submission, it was amended to a healthy payment due. Help?

The IRS explained that we should not have combined the SSI payments and they should have been separate, which would have not resulted in an overage being shown.
2 Replies
xmasbaby0
Level 15

Our SSI contributions were combined in Turbo Tax and resulted in a refund. However, when the IRS received our submission, it was amended to a healthy payment due. Help?

For what tax year?

 

I think you mean Social Security  (NOT "SSI")  -- withheld from your paychecks.  If you filed a joint return and entered the income under only one of the spouse's names instead of entering each W-2 under the spouse's names, it makes it look like one of you had too much Social Security withheld---that is the amount from box 4 of a W-2.  Making that mistake can result in a higher tax refund than you should hav received, and now the IRS wants that money back.

 

 

Whenever you are entering income into the software you have to pay attention on the screens and look for each spouse's name so that you enter the income under the right spouse on a joint return.

 

Look at your W-2 and check to see what was in box 4 of each of your W-2's.  Hopefully you saved copies of your own W-2's to look at.

 

You should always save your own W-2’s for your records—now you need to look at them to check.  Look at your W-2 Box 4  What does it say?  Is it more than the maximum for the tax year?

 

2016  Maximum $7347      2017 Maximum $7886  2018 $7960.80

 

2019 $8239.80

 

 

 

Check the worksheets from your tax return to see if you entered all of the W-2 income for both spouses under only one of the names on a joint return.  That is the most common reason for this problem.  Unfortunately, it is user error.  As you prepare your return, several screens alert you to it.

 

 

And if you did in fact make the mistake of entering all of the income for your W-2’s under only one spouse’s name, you may have made that same mistake on the next year’s tax return if you transferred all your data over from the past year to the next.  Check to see—before you get another IRS letter.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
xmasbaby0
Level 15

Our SSI contributions were combined in Turbo Tax and resulted in a refund. However, when the IRS received our submission, it was amended to a healthy payment due. Help?

And.....do not refer to your Social Security as "SSI" when you are asking about it--especially when it is in regard to an income tax question.  "SSI" is not the same thing as Social Security.  Using the wrong term can lead to confusion.

 

WHAT IS THE DIFFERENCE BETWEEN SOCIAL SECURITY BENEFITS AND SSI?

https://www.ssa.gov/ssi/text-over-ussi.htm

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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