BillM223
Expert Alumni

Retirement tax questions

@bacticu

 

The refund of the excess SS tax is now (2019) on line 11 on Schedule 3 (1040); you gave the 2018 location.

 

For the reasons I gave above (the IRS has issued directions), TurboTax is not making a change to accommodate PEOs this year, not even as a workaround.

 

I suppose you have another alternative: to buy the CD/download software and manually enter the number on line 11. As I think someone noted above, this will void the Tax Accuracy Calculation Guarantee and may block e-filing, but if the 843 doesn't work for you, it's an alternative...

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