DawnC
Expert Alumni

Get your taxes done using TurboTax

If the W-2s are from the same employer, TurboTax will not issue the credit on your tax return.    You will need to submit Form 843 to get your excess SS contributions returned to you.   @MeiMei1 

 

How to get a refund for excess SS - Please see the instructions in the link.   Please see the note at the bottom - before giving the Form 843 instructions.    Do not file with excess withholdings on your return, as you may be subjected to penalties and interest.   

 

What if my employer can't—or won't—cooperate?

 

You can correct the Box 4 amount yourself before filing.   Simply multiply the amount in Box 3 by a factor of 0.062 and enter that amount or 9,114.00 (whichever is less) in Box 4.

To get a refund for the excess withholding, fill out IRS Form 843: Claim for Refund and Request for Abatement according to the Form 843 Instructions and mail it in separately.   Make a copy to keep with your tax return paperwork.

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