@WendyN2Thanks for the detailed answer. I know about IRS Form 843, but according to other threads, it could take IRS a year or more to respond to that form and they might reject it and send me back to the employer for a refund, which they refuse to do.
It seems that the much easier and quicker way for me to get the excess is to claim it on Line 10 of Schedule 3. But in order to do that I need to enter the two W-2 forms in TurboTax. Now, if I don't enter an EIN for one of forms, TurboTax allows the claim. I'm not sure about e-filing it without the EIN, but I suppose I can then print out the return, attach the two paper W-2 forms and mail it in. I would much rather e-file as it would take much much longer to get the refund if I mail it.
It's really unfortunate that TurboTax doesn't support this case. Even more so since H&R Block does.
I think it's really a missing functionality since TurboTax ignores the valid cases for two W-2 forms with the same EIN as described in IRS Manual (agent, parent company, CPEO).
Are you able to escalate this for further review?
