Retirement tax questions

@inneedofsleep 

 

The Online software cannot handle this situation.

 

The Desktop software can...but you still have to enter the exact overpayment amount (just the excess $$ over $9114) manually, on the Schedule 3 worksheet, line 11, using the Desktop software's Forms Mode. 

(IF the two W-2 forms had different employer ID numbers, the $$ would have showed up there automatically.)

______________________

 

SS_Excess_2PayAgents.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*