Get your taxes done using TurboTax

Oh you said over withheld tax.  Did you also have any W2 income?  Did you claim excess ss withholding?  Check 1040 Schedule 3 line 11 which goes to 1040 line 31.

 

You get excess SS back if you had more than 1 employer and those employers took out more than the max for Social Security tax in W2 box 4.  For 2023 the max for Social Security is $9,932.40 on $160,200 of wages (160,200 x 6.2%).  And it is for each spouse separately if married.