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Get your taxes done using TurboTax
The excess SS "cap" is a per person amount---not an amount for the couple. When you enter your incomes, you need to make very sure that you enter each W-2 under the specific spouse's name in the software. The income screens will have spots with each of your names. If you make a mistake and enter all of the income (and thus all of the SS) under only one spouse's name, it could look like excess SS was withheld resulting in a refund. When the IRS catches the mistake a year or two later, you would get a nasty letter demanding repayment of the inflated refund with interest.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎December 15, 2024
8:23 AM