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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
‎February 5, 2023
9:19 AM