AnnetteB6
Expert Alumni

Retirement tax questions

The amount on Schedule 3 line 11 is added to other Schedule 3 items on line 15.  Then that amount is reported on Form 1040 line 31 where it is added to your other payments and withholdings.  

 

So the excess Social Security tax has already been taken into account on your return prior to calculating the balance due.

 

 

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