Here is additional information regarding excess social security tax that may help:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/social-security-taxes/get-refund-excess-...
It may also be a good idea to run the numbers from your return into TaxCaster to check on the anticipated/adjusted refund matter: https://turbotax.intuit.com/tax-tools/calculators/taxcaster/
Have an amazing day. Evelyn M (CPA 20+ years)
I would love a thumbs up 🙂 + Mark the post that answers your question by clicking on "Mark as Best Answer"
