Retirement tax questions

@Justjulia44  agreed the software is broken and does not handle the case where PEOs do only give 1 W2. I believe the linked articles provided also are inaccurate because they would have you file claim 843 which, from earlier comments in the thread, would get rejected and take years.

 

Even if you download the desktop software (which I did) so that I can go into "manual form entry" mode and override / manually enter the excess amount in schedule 3 line 11, turbotax will not let you e-file! You'd have to print and mail out your return. It's ridiculous.

 

This is _not_ any sort of advice on what to do, but this is how I got around it so I could efile. I saw someone mention this on a different forum. My return was accepted but still waiting to see if I get the refund or a complaint. I entered 2 W2s. The first W2 had all the exact info _except_ for box 1 I entered $1 less for my wage. Everything else was the same. I then entered a 2nd W2 with the same employee info except this time for Box 2 for wages I entered $1. Everything else was $0. I was then able to efile and there were no warnings about Schedule 3 line  11 because the software now thinks I have 2 employers. Again, I'm not personally recommending you do this and no clue what the consequences are, just that I was able to efile with this.

And the return amounts for federal and my state were the same before and after with 1 W2 (and  forcing S3 line 11) vs 2 W2s with the $1 wage difference (and the excess amount still properly showing on S3.11).