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Retirement tax questions
RobertB4444, that is correct. Neither my 2023 return nor my 2024 return generated a figure on Sched 3 Part II line 11. My 2024 return generated a form 8959, attached it to my return, and carried the result through to 1040 line 25c. Only one employer both years, but in 2023 they changed payroll systems mid-year causing the two W-2s that I was working with in my original post. I figured that must have been what tripped up the Turbo SW in 2023 since 2024 worked in a way that generated my appropriate credit. There are, however, several complexities yet to investigate in how Turbo handles "Excess Medicare", as pointed out by MB000. Thanks for your interest.
‎April 22, 2025
7:26 PM