Hello, opening this thread again.
I am in a similar but different situation, in my case I have 2 W2's for different employers but both employers use the same Paying Agent. I went back to the Paying Agent asking for the refund of the excess social security taken but they are telling me they are not the ones who are supposed to send me the check because they are representing two different employers.
What should I do in that case? TurboTax thinks is the same employer because both of them use the same Paying Agent, but they are two different employers.
I also got a letter from the Paying Agent with the following:
As instructed by the IRS: a Common Pay Agent provides the following information in box C of form W-2:
Line 1: ZZZZZZZ (Name of Agent) Line 2: Agent for: (name of each employer)
Line 3: Address of Employer
*As required each form W-2 reflects the EIN of the agent in box B.
Both W-2’s reflect the Common Pay Agent EIN of XXXXXXX for ZZZZZZ.
As an acting common pay agent it is generally not the responsibility of the agent for refunding excess social security tax on employees. If an employee worked for more than one employer during 2022 (as identified on Line 2 of box c) and had more than $9,114.00 in social security tax withheld, he or she should claim the excess on the appropriate line of Form 1040 or 1040A.
Thank you
