You'll need to sign in or create an account to connect with an expert.
1) Read the letter, which likely explains Why you owe, and for which Year. For IRS guidance on understanding, see https://www.irs.gov/individuals/understanding-your-irs-notice-or-letter
2) Post back here with your findings, and someone in this forum may have further ideas.
3) To contact TT Live Support (one-on-one help, which you’re apparently paying for) :
Did it say anything about you claimed excess Social Security?
Are you married and filed Joint? And you both had W2s? The IRS is probably right. They usually are in this case. You assigned both spouse's W2 to the same person so it looked like that person went over the max.
For 2018. Do you still have copies of all the W2s? Look at box 4. Did either of you have more than 1 employer? You only get excess SS back if one person had more than 1 employer and those employers took out more than the max of $7,960.80. So add up your W2 box 4. Is it more? Then add up your spouse's W2 box 4. Is their box 4 more than $7,960.80?
Or check W2 box 12. You may have entered Code A by mistake.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
csdl2024
Level 3
weaslebub
Level 2
csdl2024
Level 3
hkg5
Level 1
cfajardo06
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.