IRS Rev. Proc. 2013-39
says you can have 2 different employers using same EIN if one is an “Agent” for the others. One of the W2 says “agent for XXX” but both have same EIN. These W2s are correct. TurboTax needs to allow this as 2 different employers so that the IRS refunds Money directly to the filer. The employer is not responsible for this. How do I get TurboTax to fix this? In previous versions would ask if these were different employers and do this automatically. Now that option doesn’t exist.
UPDATE: 2/19/2022 - I like Turbotax in general, but seems Turbotax doesn't really understand what is going on in this situation. Anyway, I've been doing a work around so that I can still use Turbotax:
First, for the W2, the "agent for: " is always under the same instituation name as my other W2. When I've received letters from the IRS in the past to correct this, they only list the first line. So now, I flip it and put the "agent for: " in the first line when entering my W2 into Turbotax.
Then at the very end, when i am done entering everything else, I choose to view and work on "forms" (ususally upper right tab option) instead of the "step by step" walkthrough.
I identify form Schedule 3, (in the 2021 version) line 11 will say "excess social security and tier 1 RRTA tax withheld". I double click on the entry line and a calculation box pops up and you enter the excess social security that was withheld ( 2021, any amount over $8853.60=6.2% x 142800).
I check to see that the excess is listed on form 1040 line 31. I only have this as excess pay so the amount is the same as schedule 3, line 15, but if anyone has other credits, it should add up in line 15 and get tranferred to the 1040 form.
No saying the IRS still won't identify this as an error but at least I don't have to worry about overpaying then hoping for a refund. I did this the last couple years and haven't heard from the IRS as an error. Either way, in the past when the IRS did send me letters, i just reply with a form letter from my employer stating IRS Rev. Proc. 2013-39 and they drop it so I know the W2s are correct.
Turbotax- easy fix- just go back to the old option of letting us decide if the W2s are from 2 employers and allow the excess social security amount to go through.
UPDATE: 2/18/2023: At this point, it's like TurboTax is doing this to annoy us. Now you cannot use the "override" option on the online version to change the forms. I read if you change the CD version you can make the change, but can't e-file. You also do not get their guarantee, which I never wanted anyway. I have to print out the forms and make the changes manually. UGH
