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Excess Social Security can happen when
you are married and assign both spouse's W2 to the same person, it will look
like all the W2s belong to only 1 person and too much social security tax was
paid for that 1 person. You need to check 1040 line 71 for
it. And by assigning both W2s to the same person the program
wouldn't know a W2 is missing from the spouse. It just would think they are
both for you.
For 2015 the max SS is $7,347 per person.
For 2014 the max SS is $7,254 per person.
So if you (either one spouse, but not both together) had more than one employer
and the total of box 4 on all the W2s ( for Social Security is more than the
max (for each person) you get the excess back on your tax
return. But not if both spouse's W2s went over.
OR It could be the case that you entered a code wrong for a Box 12
amount on your W-2. If you used code A instead of the correct code,
that error may also have produced excess social security.
If you used the Online version you would need to download the .tax file from
online to open in the Desktop program. If you look at your W-2 s in
the Desktop program, in Form mode, you'll see a line at the very top where the
box is checked to show who you chose as the owner of the W-2. That's where the
mistake lies. If you choose the wrong person last year it will transfer and
will continue to be wrong.
For 2015, here's how to download a 2015 return as a .tax file
https://ttlc.intuit.com/questions/1899645-how-do-i-save-my-2015-turbotax-online-return-as-a-tax-data...
For 2014, You can use this FAQ on how to amend 2014 to get the program and your
data file
https://ttlc.intuit.com/questions/2693844-how-do-i-amend-my-2014-turbotax-online-return
Did you file 2015? Better check line 71 and see if it transferred
over wrong and happened again. You might be getting a bill for
2015. And for 2016 either don't transfer from 2015 or delete and
re-enter all the W2s carefully next year to stop it from
continuing. Pay attention to which spouse you assign the W2.
YOU do the assigning ... when you enter the W2 it asks who the form is for. And later there was a warning screen where you could have made the correction before you filed ... so sadly this is a user data entry error. Check your 2017 return to make sure you didn't make the same mistake again especially if you transferred in the prior year info ... if you did then amend the return before the IRS catches the error.
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