Anonymous
Not applicable

2 employers - TurboTax says employer should refund social security tax

I had 2 employers in 2021. Each of them withheld social security taxes amounting to 6.2% of the SS wage reported on the W-2. The total SS tax withheld exeeds the annual max SS tax. The IRS states that I can claim a credit of the excess withholding when I file my taxes. I would expect Turbotax to handle the forms to get me this credit and in past years, it has.

 

I'm using Turbotax Deluxe 2021 for Windows (updated when it started today). Turbotax  says that I may be due a refund from my employer (not the IRS) and that I should get the excess refunded and get a corrected W-2c. However, that screen lists only one employer as having withheld the total that BOTH withheld. It shows the "correct withholding amount" which matches what that employer reported on the W-2 (not corrected W-2c). 

 

The IRS says I should claim a credit on Schedule 3, Line 11. When I use the Forms view in Turbotax, I do not see a Schedule 3. Form 1040, line 20 (Amount from schedule 3, line 8 ) is blank.

 

Is this a bug in Turbotax 2021? Or does Turbotax add the credit someplace else? I see some other posts from prior years (2018 tax year onward) with similar problems. One person reported that they had to buy the download version last year so they could enter the credit manually on the form for Schedule 3. That may be what I need to do? Or is there a way to get Turbotax to do calculate and enter the credit?