The advice does not align with what I was told by the company. They indicated that I need to file a Schedule 3, which TurboTax does not seem to include. My company reports that they have an active Form 2678 on file with the IRS and files as "Agent for" for a number of business entities. ("Agent for" is included in line 2 of the company's name). They are required to restart FICA-OA in accordance with IRS regulation 301.7701-2(c)(2)(iv). Thus, they are unable to refund the over-withheld FICA-OA directly as they are not able to reclaim the employer contribution to FICA-OA.
It appears TurboTax does not allow for this situation and that I will have to file via paper. Is this true, or can TurboTax be updated this season to handle it?
