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Retirement tax questions
....and, if you are married, are filing jointly (MFJ), and you have entered both your, and your spouse's W-2 forms.....it is Critical that you go back to the W-2 area and make sure each W-2 is assigned to the correct person.
Sometimes the excess SS tax notification results when a taxpayer accidentally enters both spouse's W-2 forms as belonging to only one of them.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 15, 2020
10:29 AM