Retirement tax questions

It is available. If you are using TurboTax Online you can view Schedule 3, Line 11 and Form 1040, Line 31 using the Preview My 1040. This will allow you to view the Form 1040 and Schedules 1,2,3. The excess social security will be automatically calculated by TurboTax.

When two or more employers withhold social security tax in excess ($168,600 maximum wage) a credit is allowed on your tax return.

See the instructions below.

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

1. Select Tax Tools
2. On the drop-down select Tools
3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
4. On the left sidebar, select Preview my 1040 

For TurboTax Desktop, change to 'Forms' and review the forms 

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