Hi there -
You're right about how it should be showing:
TurboTax will calculate excess Social Security or RRTA Tier I tax withheld when there is more
than one W-2 and the W-2's have different EIN's. Normally when there is excess Social
Security or Tier I RRTA tax withheld on W-2's with the same EIN the employee must request
the excess withheld from the employer. In the rare situation where the employee has W-2's
that have the same EIN but are for different employers the total amount of excess Social
Security or Tier I RRTA Tax withheld for all W-2's can be claimed as a credit on the 1040.
Here's a few things I would (double-) check:
Check to make sure both W2s have the same Taxpayer or Spouse (you) -
sounds obvious but check.
Then see if they have the same EIN (maybe you accidentally entered the same one on both?).
Or, if one the situations above applies, a different course may be necessary.
All else fails (different employers & EINs), I would delete one or both W2s and re-enter them (carefully).
Hope this helps!
Curious to know if it solves your issue...
