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Retirement tax questions
@alex 4 I think the IRS is saying you claimed paid excess Social Security tax. Check 1040 Schedule 3 line 11 which goes to 1040 line 31. Do you have an amount there? That will happen if you enter both spouses W2s under the same person. You only get excess SS back if one person had more than 1 employer and those employers took out more than the max. For 2023 the max for Social Security is $9,932.40 on $160,200 of wages (160,200 x 6.2%).
THEN when you do 2024 next year, if you transfer over from 2023 you should delete ALL the W2s and re-enter them from scratch making sure to assign them to the right spouse.
‎October 10, 2024
12:39 PM