MinhT1
Expert Alumni

Get your taxes done using TurboTax

If you enter your 2 or more forms W-2 in TurboTax, the amount of excess social security tax withheld will be calculated by TurboTax and included as a credit on your tax return. You will not receive a separate refund.

 

To check that this credit is on your form 1040, you can preview this form by following these steps:

  • In TurboTax, open your return
  • In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
  • On the Tools Center page, click on View Tax Summary
  • In the left-hand column, click on Preview my 1040
  • Your form 1040 will display.
  • Scroll down to Part II - Other Payments and Refundable Credits - line 11 and you should see the amount of the excess social security withheld

Please also be aware of the issue mentioned by Champion @SteamTrain above.

 

 

Edited 01/27/2020  |  6:30 PM PST

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