Deductions & credits

VolvoGirl ... eureka!!

 

I could tell from your first (super fast) reply, that you had a 'developer' mindset to debugging results ... look here, check that, change this by $1 ... all terrific approaches to characterizing application performance.

 

The issue was just as you suggested ... I mistakenly used the same EIN for both of my employers last year.  Once corrected, the Schedule 3 was produced and the expected refund from the SS Tax overcontribution was added.  And, since I fell into the 'duplicate EIN' hole through my data entry, I also double-checked the State EIN number as well.

 

Allow me to summarize my experience here:

  • This forum (through dedicated support by members like VolvoGirl) does work
  • Suggestions to TurboTax
    • Add a check to close this escape (test for W2s with same EIN also have equal other metadata ... like Employer's name or Address or State EIN)
    • Update the forum 'phone number' filter vs Product Version to allow the latter to remain unfiltered