There’s no credit for the excess Social Security when you've already had the maximum Social Security withheld.
However, there is a work-around using Forms Mode in TurboTax Desktop.
- Open your return and click the Forms icon in the TurboTax header.
- In the list of Forms in My Return on the left, find 1040/1040SR Wks (usually at the top) .
- Click the form name to open it in the large window.
- Scroll down to Schedule 3 Part II and find the Excess Social Security and Tier I RRTA Tax Withheld Smart Worksheet.
- Enter the total amount of your credit in the box on Line A.
- This amount will be carried over to Form 1040 Line 32.
- When you're finished, click Step-by-Step in the header to return to the main screens.
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