Excess social security and tier 1 RRTA tax withheld

[Roberto99]

What is Excess social security and tier 1 RRTA tax withheld on Schedule 3?

[VolvoGirl · Accepted solution]

Did you have more than 1 employer?  For 2022 the max for Social Security is $9,114.00 on $147,000 of wages (147,000 x 6.2%).  Check box 4 on your W2s.    If you are married check if each W2 is assigned to the right person.  

You get excess SS back if one person had more than 1 employer and those employers took out more than the max of  $9,114.00 (for 2022) W2 box 4.  If one employer took out more than the max you have to get it back from the employer.