Flanda
Returning Member

Get your taxes done using TurboTax

I see what you are saying and I agree. The issue here is that there are three W2s for the same person (SSN)

 

W2 #1: spouse's name and ssn, employer EIN, SS tax withheld $9932.40

W2 #2: spouse's name and ssn, settlement fund EIN different from employer EIN (even though settlement is from employer), ss tax withheld.

W2 #3: spouse's name and ssn, same settlement fund EIN as W2 #2, ss tax withheld.

 

Why the settlement fund W2s show an ssn tax withheld is beyond me, but because they do and for the same person (SSN). Turbotax calculated an excess SSN tax paid in the amount of W2 #2 and W2 #3 but did not ask me to validate the EINs or review or question my spouse's employer.  Is TurboTax correct?  If so, I now need to prove to the IRS that TurboTax was correct, am I right?