Taxes Rejected due to Overpaid Social Security Tax from 2 Employers

[AllanPierce93111]

Using TT for a number of years now and this year our e-file was rejected. Seems there was excess SS Tax withheld, and claimed on the taxes. There are clearly two W-2 Forms, one from each employer, both for myself. Verified all info is correct of W-2 Input. How do i get past this?

[rjs]

What is the exact reject message that you got - the entire message, word for word, including the code?

What are the exact amounts in boxes 3, 4, and 7 on each of your W-2 forms? Go back to where you entered the W-2s in TurboTax and make sure you entered the amounts accurately. Make sure you didn't accidentally insert an extra digit or omit a decimal point. Did you enter the exact amounts, including cents, or did you round them?

Do the two W-2 forms have different employer EINs?

What is the exact amount on Schedule 3 line 11 in your tax return?

[AllanPierce93111]

S3-G1040-144 If Schedule 3 (Form 1040) 'ExcessSocSecAndTier1RRTATaxAmt' has a non-zero value, thjen at least two Form W-2's must be present in the return.

I have double-checked the W-2 entries a few times, even had my wife check them (EIN's, SSN, amounts, etc.).

All are correct.

W-2 #1 Box 4: 9260

W-2 #2 Box 4: 1852.53

(Combined = 11,112.53 - 10453.20 (Max SS Tax) = 659.33 (Overpayment).

Schedule 3 Line 11: 659.

After double-checking, i resubmitted our taxes, and they were rejected a second time - same reason.

[VolvoGirl]

You didn’t answer an important question…..are the EIN numbers different on the W2s?  

A sure way to fix this is to delete the W2s and re-enter them Manually especially if you imported them.   That may clear something out.

[VolvoGirl]

Oh what amount is in box 3?   Maybe one of them has the wrong amount in box 4 based on box 3.  Try leaving the cents off of box 4.  Or check W2 box 12.  You may have entered Code A by mistake.

[AllanPierce93111]

Each W-2 has its own separate/different EIN/Employer.

I deleted both W-2's and re-entered them both.

[AllanPierce93111]

IF ONLY I COULD GET A TurboTax Person ON-LINE OR ON PHONE, WHO ACTUALLY KNOWS WHAT THE SOFTWARE IS DOING!!

THIS IS REDICULOUS!!

[DawnC]

Do both W-2s have an amount in Box 1 or is either of them for Medicare Waiver Payments?   You can try using $1 instead of zero if that is the case.   If not, we can take a further look if you provided us with a diagnostic copy of your return.   All personal information will be removed - we will get a numbers only copy to analyze.   Reply with the token number (use a screenshot if the AI tries to remove it) and include the name of any state returns you have attached to your tax file.   

You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)