Hi just confirming because I am in the same situation with excess SS taxes withheld due to changing roles within a company and divisions being recognized as different legal entities but with same EIN on both W2's.
We only need to fill out form 843 but not put any amount in form 1040 schedule 3 line 11? Or do I fill out 843 AND also put the excess SS amount in 1040 Schedule 3 Line 11? And if form 843 needs to be processed, TurboTax cannot e-file?
TurboTax is not letting me distinguish I had multiple employers due to the same EIN used on both W2's and so it is saying I need a W2c for which my employer is not able to produce. Therefore I'm not sure if I need to do one, or both of the above steps.
Thanks for your clarification and help
