Deductions & credits

VolvoGirl ... the amount of SS tax paid by the first employer did correctly 'cap out' at $9114.

 

The second employer, not knowing that I had already 'capped out', began collecting SS tax again <-- this is what amounts to the overpayment.

 

Both employers behaved correctly.

 

The TurboTax "On Demand Tax Guidance" says, "If you worked for multiple employers: If your Social Security ... tax withheld by all your employers was more than $9114, you'll get a refund of the excess on your tax return." <-- this would come in the form of Schedule 3 being created ... which it was NOT.

 

The second employer would not be obliged to refund the amount deducted because they behaved correctly.