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My wife received a $6,000 retention bonus payment in 2021. She left the employer in 2022 and thus did not remain employed with her employer for the required amount of time, and she repaid the bonus in 2022. The amount she was required to repay in 2022 was $5,541 (i.e., the $6,000 net of the 6.2% for SS tax and 1.45% for Medicare tax). The employer then issued a W-2c for 2021 adjusting only boxes 3, 4, 5, and 6, reflecting the reduction of $6,000 in SS and Medicare wages and the reduction of $372 in SS tax withheld and $87 in Medicare tax withheld.   I understand the claim of right issue and the need to file an amended 2022 income tax return, so my questions here pertain ONLY to the SS tax and Medicare tax issue for 2021 and are this:   1. Does she need to file an IRS Form 843 to get back the $372 in SS tax and $87 in Medicare tax that was withheld when she got the $6,000 retention bonus payment in 2021?   2. If so, is the W-2c all that is required to be sent with the IRS Form 843 as there was no "employer statement" as mentioned in the instruction to Form 843?

I need to override the $3,000 'Capital Loss Carryover' that TT is automatically applying to my Schedule D and consequently 1040.   I do not need to use any portion of my carryover, as my ordinary income is less than Standard Deduction, and dividends/capital-gains are within the 0% bracket - so application of any Capital Loss Carryover (CLC) would be wasted.  According to other posts that I've seen, it looks as if my 'Taxable Amount' WAS ZERO, then TT knows not to apply any CLC.  However, my Taxable Amount is above zero, but because only Capital Gains exceed my Standard Deduction, it's applying $3,000 of my CLC, which does me no good. I've seen in argument in other postings that one is required to take $3,000 EACH year (for Married Filing Jointly, $1500 for Single) - kind of Use-it-or-Lose-it - that one is not allowed to skip years.  This contradicts IRS information that one CAN apply the CLC "UP TO $3,000" per year, but the losses can otherwise carry-forward indefinitely.   So, any guidance on how I can prevent TT from applying CLC would be appreciated.  If necessary, I'm willing, if necessary, to manually maintain my own "Schedule D - Capital Loss Carryover Worksheet" and "Capital Loss Carryforward Worksheet" if necessary.

My tax liability is off by almost $2,000. I have income taxed at 10% and the rest at 12%. I should have to owe just over $4000, not just over $6000. No one has been able to give me a straight answer at turbotax.