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Retirement tax questions
RobertB4444: PS - I looked back to the year my husband changed employers, and Turbo did use Schedule 3 Part II line 11 that year with no form 8959! Very suspiciously, that year caused a 22-month battle with the IRS when they reduced my refund stating: "We changed the amount claimed as excess social security tax withheld or tier 1 RRTA withheld on your tax return because you incorrectly calculated the excess amount. (294D)" This despite resubmitting copies of W-2s from 2 different employers clearly showing far too much total SS tax withheld. This was straight employer overlap withholding since neither employer paid even close to the $200K threshold for withholding "excess". I hope this information proves helpful!
‎April 22, 2025
8:09 PM