I am filing jointly with my spouse, and he has excess social security tax withheld from multiple employers. Why is this amount not automatically adding to my refund?

[DoninGA]

Only if he had two or more employers and the total of all Social Security taxes withheld were greater than $10,453.20 in 2024, would the excess taxes be entered on your tax return as a tax payment.

Is this the case for your spouse in 2024?

[JohnB5677]

Yes, you can get a refund when too much Social Security tax is withheld from you.

The procedure depends on whether the excess withholdings were caused by multiple employers exceeding the maximum or too much being withheld by a single employer.

Can I get a refund for excess Social Security tax withheld?

[nikkikarlsruher]

Thank you for your response. It was from two separate employers. One taxed him $1914 and the other maxed out for $10,453.20. Although when filing, it does not decrease on my federal due. It just keeps telling me to double check I entered our W2’s correctly. Also, his employer told him to adjust line 11, but everything I have read says we need a W2c. 

[DianeW777]

TurboTax calculates this accurately, however there are a couple of scenarios that could cause this experience, 

1. Different employers with the same third party payroll service - there is a separate action for this situation if the EIN is the same for two employers.
   1. You may need to file Form 843 Claim for Refund and Request for Abatement to receive your refund of excess social security tax withheld after your return has been accepted through e-file.
2. W-2 entries do not have the correct spouse selected.  - double check the owner of each W-2 to make sure your spouse is selected for the correct two employers.

@nikkikarlsruher