Anonymous
Not applicable

Get your taxes done using TurboTax

I have a similar issue to the one reported by @MeiMei1 on this discussion.

 

I have 2 W-2's issued by a single Common Pay Agent using the same EIN with a combined total over-withholding of social security.  Turbotax is not allowing for the form 1040 deduction and instead presents the W-2c message.

 

I work for a large corporation that uses a common pay agent with same EIN but different Line 2 box C names.  The tax department of the company included a letter with my W-2's explaining the following:

 

"As instructed by the IRS: a Common Pay Agent provides the following information in box C of form W-2:

Line 1: (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 XXXXXX for (Name of Agent).

 

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."

 

Can this issue be raised as a blocker for users in this situation?