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.*