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garynh474
New Member

How do I file a social security overage return in Turbo Tax?

 
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5 Replies

How do I file a social security overage return in Turbo Tax?

Please explain.  Did you pay excess Social Security on 2 or more W2s?  Or are you asking about social security benefits you received on a SSA-1099?  

mdweaver1
New Member

How do I file a social security overage return in Turbo Tax?

I worked on 2 separate projects for my company last year and received two separate W-2s. I paid an excess in SSI. How do I claim the overage?

How do I file a social security overage return in Turbo Tax?

Do both W2s have the same employer number EIN on them in box b?  

mdweaver1
New Member

How do I file a social security overage return in Turbo Tax?

No benefits have been paid or requested. I worked on two separate projects for my employer and received two W-2s with FICA payments totaling in excess of $12,000 for 2023. The max is only supposed to be approximately $9,900. 

How do I file a social security overage return in Turbo Tax?

If both W2s have the same employer EIN in box b you need to get the excess SS in box 4 back from the employer and get a corrected W2.  The excess is only for box 4.  Medicare in box 6 has no max.  

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