rxs
Level 3

Two jobs via the same CPEO and excess social security

I had two jobs and both employers used the same CPEO.

The CPEO issued a combined W-2 with Social Security tax withheld in Box 4 over the limit.

Since it's considered a single employer, TurboTax (and IRS) won't allow me to claim the excess on Line 10 of Schedule 3.

 

I'm trying to get the CPEO to split the single W-2 into two separate W-2s for each employer.

However, when I tried to simulate this in TurboTax, I still get an error that I can't claim the excess since both W-2s have the same EIN. TurboTax allows the claim only if I remove the EIN from one W-2.

 

According to IRS Manual, the claim is allowed in case of two W-2s with the same EIN if issued by a CPEO.

 

Can you confirm that this case is supported by TurboTax?

 

Source: https://www.irs.gov/irm/part21/irm_21-006-003r#idm140495068671136

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