I will have 2 W2s for 2022 from two departments in the same company but with the same EIN, so I have seriously overpaid my Social Security. For my 2022 Estimates I already included this refund but after reading this helpful post I am now concerned that TurboTax won’t allow it and I have to pay a further Q4 2022 Estimate. Do people think this is correct?
Then I don’t file my Joint 1040 until October due to late K1s. So can I manually file IRS Form 843 in February when I have both W2s and can attach them, probably with a letter from my employer? Looking at the Form it doesn’t say that one has to have already filed.
All of this is quite a waste so would greatly appreciate responses and ideas from this wise Community. Thanks!
Best for 2023!
