DeanM15
Expert Alumni

Retirement tax questions

Excess Social Security withholding should appear on Line 11 of Schedule 3 of your Form 1040. It should carry forward to Line 18d of your main Form 1040.

 

If you have 2 or more employers and your income is over $132,900 for the year, you will have excess Social Security withholding. The maximum amount of Social Security tax per person is $8240. 

 

If the excess is not appearing on your tax forms, I would first check to see if you have one of the W2s credited to your spouse. If you have a Married Filing Jointly return, go back to the W2s and check that the person they are under is correct.

 

If the reason you have excess SS withholding is that an employer made a mistake on your account, then you need to ask the employer to fix that for you.

 

There is some more information about excess Social Security withholding here.   

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