@whyisthistheonlywayicanreachyou wrote:
Turbotax correctly identified that I overpaid FICA taxes by several thousand dollars last year, and then failed to submit that information for a refund. Despite paying for "Max" service, after multiple attempts I have not been able to get anyone on the phone who understands what FICA taxes are and / or graduated high school. Could someone please help direct me to a someone who: (1) knows what Social Security is and can understand / escalate the product issue, and (2) help secure the additional refund that I am owed.
If you alone had two or more employers in 2019 and the total of all Social Security taxes paid was greater than $8,239.80 then the excess amount would have been entered on Schedule 3 Line 11. The total of Schedule 3 Part II Line 14 would flow to your Form 1040 Line 18d as a tax payment. This amount would be included in your federal tax refund or have reduced your federal taxes owed.
Look at your tax return to verify that the excess SS taxes were entered.
Note - If you filed as Married Filing Jointly the total SS taxes withheld are for each taxpayer based on their individual W-2's, it is not combined on your return for any excess. Also, verify that the W-2's entered were for each taxpayer and not combined for only one taxpayer.
