AnnetteB6
Expert Alumni

Retirement tax questions

If the combined total between the two employers is what caused an excess amount of Social Security tax to be withheld, then it is automatically refunded to you on Schedule 3 Line 10. 

 

But, if the situation is that a single employer withheld more than they were supposed to withhold (more than 6.2% of the amount shown in your W-2 box 3), then that is a different situation and it will not be handled automatically as part of your tax return.  

 

Take a look at the following TurboTax article for more details about what to do next by clicking the blue Single Employer link.

 

Can I get a refund for excess Social Security tax withheld?

 

@s3xiibackk

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