rxs
Level 3

Get your taxes done using TurboTax

Hi @taxformummys ,

In the end my employer refused to issue two W-2s, so I had to paper file and claim the excess SS.

 

Another option I tried is to prepare the return in Turbotax, then use IRS Free File https://www.irs.gov/e-file-providers/free-file-fillable-forms

I had to manually reenter all the forms, so depending on the complexity of your return it could take a while, and you can't e-file state returns this way. But when I attempted to use it to e-file with my single W-2, IRS rejected my e-file with this error message:

 

'ExcessSocSecAndTier1RRTATaxAmt' has a non-zero value, then at least two Form W-2s with the same 'EmployeeSSN' must be present in the return.

 

This suggests that IRS should accept a return with two W-2s with excess SS.