DavidD66
Expert Alumni

State tax filing

Yes, you can get excess Social Security tax refunded.

 

The procedure depends on whether the excess withholdings were caused by multiple employers exceeding the maximum or too much being withheld by a single employer.

 

Your employer is supposed to withhold 6.2% of your Social Security Wages (the Box 3 amount on your W-2), up to a maximum of $8,537.40 per taxpayer for tax year 2020.

If one employer withheld too much Social Security tax, you won't be able to take a credit for the excess on your tax return.

 

You may have worked AT two different companies, but you only had one employer - Justworks.  They should issue you a refund for the excess amount, and a corrected W-2 (also called a W-2c) which shows the correct Box 3 and Box 4 amounts. 

 

 

For more information, see the following TurboTax Help article:

 

Can I get a refund for excess Social Security tax withheld?

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