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roger_nyberg
New Member

I paid too much in Social Security tax on my 2015 Tax Return. Both me and my wife had a social security withheld. How do I request the excess social security back?

I discovered that I had paid to much when I redid my 2015 Tax Return using Turbo Tax.

4 Replies
Opus 17
Level 15

I paid too much in Social Security tax on my 2015 Tax Return. Both me and my wife had a social security withheld. How do I request the excess social security back?

Why do you think you paid too much SS tax.  Were you self-employed?  Or W-2 employees?  If you are a W-2 employee, your maximum social security tax (box 4 of your W-2) is $7347 for 2015.  However, if you and your wife's W-2s are both under $7347, but you mistakenly assigned them to the same spouse, turbotax may think you paid more than $7347 and think you need a refund.  But this is false, the $7347 limit is per person, not per couple.
*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
roger_nyberg
New Member

I paid too much in Social Security tax on my 2015 Tax Return. Both me and my wife had a social security withheld. How do I request the excess social security back?

It sounds like a bug in Turbo Tax if the limit is per person and not per couple.
Opus 17
Level 15

I paid too much in Social Security tax on my 2015 Tax Return. Both me and my wife had a social security withheld. How do I request the excess social security back?

When you enter a W-2 into a married filing joint return, you have to click a button that says it belongs to you or your spouse.  Turbotax can't help it if you click the wrong button and assign the W-2 to the wrong spouse.  (The same thing is true for 1099-MISC, 1099-SA, 1099-R, and other income forms.)
*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
Anonymous
Not applicable

I paid too much in Social Security tax on my 2015 Tax Return. Both me and my wife had a social security withheld. How do I request the excess social security back?

and if your employer(s) over-withhheld.  it is them that you have to look to for a refund.  

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