This situation is not common and therefore as a rule it would take two W-2s with different EINs to automatically receive the credit for excess FICA payments on almost all returns. Since a certified professional employer organization (CPEO) is being utilized by the two different employers you worked for, then only one W-2 is issued and thus creates a need for manual intervention. It is because of this situation and the need to file the letter with your return that requires paper filing instead of e-file.
- This can be accomplished in the TurboTax CD/Download version only as instructed earlier and placed here for convenience.
- TurboTax CD/Download Switch to Forms (upper right), select "1040/1040SR Wks" and scroll down to Schedule 3 Line 11. Just above that line there is "Excess Social Security Smart Worksheet" where you can override the amount and it should flow to Schedule 3 Line 11. You should also see it reflected in Line 31 of Form 1040.
Maybe the IRS will develop a plan for this in the future since they have dedicated information pages to this situation.
@Gambit135
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