Deductions & credits

So here's what I want you to do.

1- Delete all the input information from both of your W2s.

2- Reenter the W2 information on both employers from the beginning. Make sure that your SS income on line

     3 and ss tax withheld on line 4 is entered correctly. Please don't confuse the two.

3- Then, I want you to manually calculate the two figures on both of those line 4's to make sure they         are greater than 9,114.

4- should get a message saying Congrats! Looks like your getting some cash back.

5- Then, I want you to click on  Tax Tools, Tools, View Tax Summary and then Preview my 1040 

 
 

6- Then , I want you to go into Preview my 1040. Scroll down to Line 31,  then further down to Sch 3, Part  2

    Line 10A, Line 11 -this is where you will see the Excess SS Tax Withheld  and then again further down to   Line 15.

 

  [EDIT 1/25/2023 11:00 AM PST]  

 

 

 

 

 
 

 

 
 
 
 

 

 

 

 

 

 

    

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