canozkan86
Returning Member

How to claim credit for excess social security withholding (2 employers) when app is directing to a page that is asking you to request refund from employer?

IRS is saying that I should add this as a credit in line 72 of schedule 5 (form 1040). A post on Turbotax is saying that it will be added automatically but I do not see this happening in the app and I see a note saying that I should ask my employer for refund.

 

I got this from two different entities with same EIN (company I work for has multiple legal entities) for myself and company is saying that I should claim a tax credit for the excess amount and they won't do a refund.

 

My main question is more about how I can add this tax credit in app? I cannot see where I should be adding this under credit. App still telling me to ask employer for refund but legal entity name is different.

 

IRS: https://www.irs.gov/pub/irs-pdf/p505.pdf

 

Page 45: "Where to claim credit for excess social security withholding. Enter the excess on Schedule 5 (Form 1040), line 72. Write “Excess SST” and show the amount of the credit in the space to the left of the line."