Retirement tax questions

@jmjmcgriff   No it's only based on W2s box 4.  Did you both have a W2?  You entered both W2s under the same person so it looked like that person went over the max.

 

You only get excess SS back if one person had more than 1 employer and those employers took out more than the max of  $8,853.60.  So add up your W2 box 4.  Is it more?  Then add up your spouse's W2 box 4.  Is their box 4 more than $8,853.60?

 

Or check W2 box 12.  You may have entered Code A by mistake.

 

THEN for next year 2022 if you transfer over from 2021 you should delete ALL the W2s and re-enter them from scratch making sure to assign them to the right spouse.