Unfortunately, the 843 is your only option when the overage is from a SINGLE employer. If the EINs were different, the credit would calculate on your return.
If any one employer withheld too much Social Security, Tier 1 RRTA tax, or Tier 2 RRTA tax, you can't claim the excess as a credit against your income tax. Your employer should adjust the excess for you. If the employer doesn't adjust the overcollection, you can use Form 843, Claim for Refund and Request for Abatement to claim a refund.
However, there is a way to e-file your return with the correct amounts and file Form 843 separately by mail to get the excess since the payroll agent won't refund you as they should.
You can correct the Box 4 amount yourself before filing. Simply multiply the amount in Box 3 by a factor of 0.062 and enter that amount or 8,537.40 (whichever is less) in Box 4.
To get a refund for the excess withholding, fill out IRS Form 843: Claim for Refund and Request for Abatement according to the Form 843 Instructions and mail it in separately. Make a copy to keep with your tax return paperwork.
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