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Get your taxes done using TurboTax
Anything new with this for tax year 2022, or any more elegant solutions that anyone has found? It seems mind boggling to me that I can't just simply enter the W-2s as received from my employer and then edit form Schedule 3 line 11 to add the credit myself.
The instructions for line 11 even explain this exact situation when I view the form that is generated for me:
The calculated amount for Excess social security and tier 1 RRTA tax withheld could include
a portion that needs to be removed. When a taxpayer has multiple W-2's, each with the same
EIN, excess withholding can only be claimed if the Employer's Name's in box c of the W-2's
reflect separate business entities. This could occur when a parent company has multiple
subsidiaries, or when a temp agency issues W-2's for distinctly different jobs. If you have
multiple W-2's with the same EIN, for the same taxpayer, and for the same job, reduce the
amount calculated on Line A below by the excess withholdings from only those W-2's.
‎January 25, 2023
8:37 AM