DianeW777
Expert Alumni

Retirement tax questions

TurboTax calculates this accurately, however there are a couple of scenarios that could cause this experience, 

  1. Different employers with the same third party payroll service - there is a separate action for this situation if the EIN is the same for two employers.
    1. You may need to file Form 843 Claim for Refund and Request for Abatement to receive your refund of excess social security tax withheld after your return has been accepted through e-file.
  2. W-2 entries do not have the correct spouse selected.  - double check the owner of each W-2 to make sure your spouse is selected for the correct two employers.

@nikkikarlsruher 

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