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Retirement tax questions
@NCOFFEY44 wrote:
@sallovesalana Do you have any way of looking up the form #? I'm dealing with the same issue as the op and am getting nowhere with asking the IRS. I know we can file a 1040X for previous years. But, how do I file for 2021 when my husband has both ss exemption AND an approved form 4361 for 2021?
You replied to a discussion with a date of May, 2019 but is probably older, because discussions all got the wrong date stamp when they were moved from the old discussion software to the current software.
What is your question? Your church should not be withholding social security tax from a minister's wages. If they are, they are doing it wrong. You may be able to get a refund of the social security that was withheld on a W-2 by filing a form 843. This is separate from your tax return, is sent to a different address, and can't be e-filed.
https://www.irs.gov/forms-pubs/about-form-843
If the church is not withholding SS tax, then you would be paying SE tax on your minister's wages using schedule SE. In Turbotax, when you enter your W-2, check the box for religious wages and then check the box for form 4361 on the next page.