Excess social security tax withheld due to job change/two employers: TurboTax is not detecting this and not crediting me

Forum|Forum|3 years ago
January 23, 2023
9 replies
60 views

I had excess SS tax withheld in 2022 due to changing jobs in the year. I have a W2 from each employer which TurboTax auto-populated correctly.

If I were doing this manually I would take the difference between the sum of the amounts in Box 4 " Social security tax withheld" from each W2 with $9114 and put that in 1040 Schedule 3 Line 11, which would cascade as a credit to on the return.

Why is TurboTax not doing this?

TurboTax Premier Online

VolvoGirl

Level 15

It should be. Are you married? Be sure each W2 is entered under the right person. Didn't Turbo Tax say you have an excess? 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.

How much is in each box 4? And the EIN is different on the W2s?

slu54Author

Level 2

I am not married. EIN differs for each W2. The W2s are entered correctly they were in fact autopopulated by TurboTax and I checked the numbers.

I now get a page saying "Congrats looks like you're getting some cash back" showing me the two SS tax amounts from the two W2s, but when I press Continue, my refund estimate does not change and it does not reflect the excess SS tax paid.