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After you file
Was it for excess Social Security? Did you get more than 1 W2?
You get excess SS back if you had more than 1 employer and those employers took out more than the max for Social Security tax in W2 box 4. For 2023 the max for Social Security is $9,932.40 on $160,200 of wages (160,200 x 6.2%). And it is for each spouse separately if married. Check 1040 Schedule 3 line 11 which goes to 1040 line 31.
January 29, 2024
2:12 PM