@Joopkins wrote:I wound up paying a new accountant at a big tax firm in the neighborhood to handle the situation. They filed an amended return and claimed the excess witholding on line 10 of Schedule 3 (Form 1040). IRS has accepted this but I still haven't received my refund so, we're cruising well over than a year for resolution here.
I'm in the same situation here and going the Schedule 3 route for 2023. @Joopkins when you filed the amended return, do you know if you/your accountant manually changed the input for W2 for the SS wages / SS tax withheld or did you leave as is based on the w2 you received (with the extra amount / warning that TT gives)?
