After you file

What tax year is this for?   Did you file a joint return?   Did you enter all of the W-2's under only one of your names by mistake?  That mistake can lead to an inflated refund for paying excess Social Security----but if you did not separate the W-2's by which spouse they were for, the IRS caught the mistake and wants that refund back.

 

You should always save your own W-2’s for your records—now you need to look at them to check.  Look at your W-2 Box 4  What does it say?  Is it more than the maximum for the tax year?

 

2016  Maximum $7347      2017 Maximum $7886           2018 $7960.80

 

2019 $8239.80                  2020  $8537.40             2021  $8853.60           2022  $9114.00

 

Check the worksheets from your tax return to see if you entered all of the W-2 income for both spouses under only one of the names on a joint return.  That is the most common reason for this problem.  Unfortunately, it is user error.  As you prepare your return, several screens alert you to it. 

 

 

And if you did in fact make the mistake of entering all of the income for your W-2’s under only one spouse’s name, you may have made that same mistake on the next year’s tax return if you transferred all your data over from the past year to the next.  Check to see—before you get another IRS letter.

 

 

 

https://ttlc.intuit.com/community/credits-and-deductions/help/can-i-get-a-refund-for-excess-social-s...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**