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Retirement tax questions
This will happen when your W-2s have the same EIN, as TurboTax believes them to be the same employer, which is not eligible for the refund of excess from multiple employers.
You will need to file IRS form 843 and mail it separately for your refund. You will find a link to that form and it's instructions here under the single employer "what if my employer can't or won't cooperate": Can I get a refund of excess Social Security tax withheld?
In the TurboTax software, to clear the error you will need to correct the Box 4 amount on one or both of your W-2s so that the total social security tax is .062 of your income not to exceed 10,453.
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‎February 10, 2025
4:19 PM