turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Does turbo tax incorrectly file schedule 5?

I received a letter from the IRS stating my W2's do not support an excess SS withholding.  I check schedule 5 and the total of the w2's and everything seems correct.  How does this happen?

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

Does turbo tax incorrectly file schedule 5?

Did you file a Joint return? If so, perhaps you assigned one or more W-2 forms to the wrong person.

Does turbo tax incorrectly file schedule 5?

Both w2's have my SS number assigned ???
Kind of a pain

Does turbo tax incorrectly file schedule 5?

If you had more than one employer and  the total of box 4 (only box 4 not box 6) on all your 2018 W2s  for Social Security is more than $7,960.80 you get the excess back on your tax return.  And it is for each spouse separately, not combined.  Check 1040 Schedule 5 line 72 for it.  Then Schedule 5 goes to 1040 line 17.

Send the IRS copies of your W2 supporting the excess SS in box 4.
Anonymous
Not applicable

Does turbo tax incorrectly file schedule 5?

if you any one employer overwithheld  social security -  more than 6.2% times on up to a maximum of $128,400 - then the refund can only come from your employer.  

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies