MonikaK1
Expert Alumni

Get your taxes done using TurboTax

The error number you cited has to do with excess social security withholding. In order to receive a refundable credit for excess social security withholding, you have to have reported at least two Forms W-2. If you had excess withholding from just one employer, you need to ask the employer to refund the excess withholding. If the employer doesn't adjust the overcollection, you can use Form 843, Claim for Refund and Request for Abatement to claim a refund. Attach copies of your Forms W-2, Wage and Tax Statement for the year to Form 843.

 

See IRS Tax Topic 608 and this help article for more information.

 

The error message for S3-F1040-144 reads: If Schedule 3 (Form 1040), 'ExcessSocSecAndTier1RRTATaxAmt' has a non-zero value, then at least two Form W-2s with the same 'EmployeeSSN' must be present in the return.

 

Revisit the W-2 section. If you are filing a joint return, check to see if you have identified each W-2 correctly as "self" or "spouse". If a W-2 is mislabeled as belonging to the wrong spouse, TurboTax will see the Social Security withholding as belonging to one person instead of two.

 

Removing the credit from Schedule 3 of your return should resolve the error.

 

@henrysf 

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