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Retirement tax questions
Prior to going on Form 1040 as a tax payment on Line 31, the Excess social security tax withheld goes on line 11 of Schedule 3. It was the same on your 2021 tax return (line 11 of Sch 3). If you failed to enter it, you will need to file an amended 2021 return.
The return of excess social security tax withheld, thru this method, is only for multiple employers. If you had a single employer who withheld too much, you have to get it back from them.
‎January 14, 2023
7:23 AM