Hello,
Thanks for your reply. The PEO / Common Pay Agent and company provided employees with a letter to claim the excess on form 1040 rather than form 843. Can I still e-file if I need to attach the statement letter from my employer? And can I still get TurboTax to allow 1040 schedule 3?
The excerpt from my employer letter below:
"This letter is being written on behalf of our employee to assist in claiming a refund for overpaid
social security taxes in multiple legal entities. The employee is a recipient of multiple W-2’s from
[Paying Agent] is acting as a Common Pay Agent for
multiple employers and pays social security wages for more than one employer in excess of the
wage base to an individual.
As instructed by the IRS: a Common Pay Agent provides the following information in box C of
form W-2:
Line 1: Paying Agent (Name of Agent)
Line 2: Agent for: (name of each employer)
Line 3: Address of Employer
*As required each form W-2 reflects the EIN of the agent in box B.
Both W-2’s reflect the Common Pay Agent EIN of the Paying Agent
Inc
As an acting common pay agent it is generally not the responsibility of the agent for
refunding excess social security tax on employees. If an employee worked for more than
one employer during 2021 (as identified on Line 2 of box c) and had more than
$8,853.60 in social security tax withheld, he or she should claim the excess on the
appropriate line of Form 1040 or 1040A. "
