I had two jobs in 2024 that caused too much soc sec to be withheld. It doesn’t appear that TurboTax automatically fixed that for me w/my refund. How do I get this fixed?

[ThomasM125]

First of all, you should have seen a notice after you entered your W-2 forms mentioning you were getting some cash back:

And when you look on your Schedule 3, part II, line 11 your social security tax refund should appear:

If not, are you sure your total social security wages in box 3 of your W-2's is over $168,600? If everything checks out, make sure you have done your updates if you are using the desktop version of TurboTax. You next step would be to delete the W-2 entries and re-enter them.

To view your form 1040 and schedule 1 to 3:

1. Choose Tax Tools from your left menu bar in TurboTax Online
2. Choose Tools
3. Choose View Tax Summary
4. See the Preview my 1040 option in the left menu bar and click on it
5. Choose the Back option in the left menu bar when you are done