Get your taxes done using TurboTax

Thank you for the detailed post!

 

I am having the same "overpaying on my social security tax" issue however. Thus, TurboTax is forcing me to pay/upgrade to the Deluxe version. I have triple checked my W-2 entries to ensure their accuracy, and I still get the same "required upgrade" from TurboTax.

 

I am filing one W-2, and I am filing as single.

On my W-2 box 3 times .062 differs from box 4 by 0.022 cents. Is that enough over pay to trigger "overpaying on social security tax"? (note: box 4 on my W-2 is not more than  $8,000.00).

 

If you could help me understand why I still have the overpay issue, I would appreciate it greatly!