Does anyone else have experience with a false message from Turbo Tax about Excess Social Security tax withheld?

When I clicked on "Learn More," TurboTax told me to multiply the amount in Box 3 by 0.062 to get the correct amount to enter in Box 4. I did that calculation, and the result is the same as the amount in Box 4. So there is no excess. Is Turbo Tax losing its mind?

686

Expert Alumni

Mar 6, 2025 8:18:26 AM

Are you filing a joint return?

If yes, make sure the correct owner of each W-2 is selected.

To review your entries:

Select Federal, then Wages & Income.
Select Edit/ Add next to Job (W-2),
Select Edit below the W-2 information.
Check the name
Review each W-2.

Why sign in to the Community?

Does anyone else have experience with a false message from Turbo Tax about Excess Social Security tax withheld?