If the employer won't issue you the refund (even though they should) you have to fill out Form 843 a mail in the request for the abatement. The form is not supported in TurboTax, but you can print it out, complete it a file it separately from your tax return. Links are below.
If one employer withheld too much Social Security tax, you won't be able to take a credit for the excess on your tax return. TurboTax determines this by looking at your employer's EIN. In unusual cases where the employer changed their EIN during the tax year, an excess withholding credit can be taken. If the EINs were different, TurboTax would automatically include the excess as a credit. But since the documents reference the same EIN number, they are considered from the same employer.
So, if your employer withheld too much, contact them and ask for:
- A refund for the excess amount, and
- A corrected W-2 (also called a W-2c) which shows the correct Box 3 and Box 4 amounts.
In this case where they won't, you can manually adjust the number in Box 4 on one of the forms and you should be able to e-file. Then file Form 843 later. Do not file with excess withholdings on your return, as you may be subjected to penalties and interest.
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What if my employer can't—or won't—cooperate?
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 $8537 (whichever is less) in Box 4. Since you have two Form W-2s, reduce one of the box 4 amounts so that both of them total $8537.
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. It is a pretty straightforward form, but if you have any questions, you can reach back out here and someone can help. You will be claiming the same amount you adjusted the box 4 amount above which is the amount of social security tax you overpaid
How Do I Get a Refund for Excess SS Taxes Paid?.
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