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Get your taxes done using TurboTax
I'm in the same boat and the response from Turbo Tax does not follow their own information which states:
"Excess withholding can only be claimed if the Employer's name in box c of the W-2's reflect separate business entities"
This is exactly my situation, but Turbo Tax does not do what it says in their own instructions. I have spoken to several people at their support line, who made me upgrade and go to a Tax Advisor. She agreed that my situation qualified to enter a tax credit but couldn't help with why the program doesn't work.
‎April 26, 2023
11:41 AM