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Retirement tax questions
@AnnetteB6 thanks for the reply, but the article doesn't really talk about the issue in this thread. The issue is that we have one W2 but it's for multiple clients under a PEO (so one EIN). The PEO, like the subsection article for multiple clients said to use Line 11 of your Form 1040, Schedule 3. But turbotax (and other software) won't auto-enter the schedule 3 calculation for excess social security withheld because of that since EIN.
‎February 19, 2024
6:09 AM