Solved: MarriedFilingJointly I paid more SocialSecurity ta...
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

MarriedFilingJointly I paid more SocialSecurity taxes - 2 employers.My Spouse paid exactly for social sec Tax. Where in turbotax can i include this for refund?

 
1 Best answer

Accepted Solutions
Highlighted
Expert Alumni

MarriedFilingJointly I paid more SocialSecurity taxes - 2 employers.My Spouse paid exactly for social sec Tax. Where in turbotax can i include this for refund?

Enter in your Form W-2's as received. TurboTax will automatically do the rest. You will receive a credit for the Excess Social Security or Tier I RRTA tax withheld.

 

To see this in your return, follow these steps:

  • From the left menu, select Tax Tools>
  • Tools>View Tax Summary>
  • Preview my 1040>
  • You will see this on Line 18d "Schedule 3, line 14" of Form 1040.
  • For the details: Scroll nearly to the end, at least 3/4 down to get to Schedule 3.
  • There are worksheets shown in the middle of the form. Line 11 will have your excess social security amount. This amount will be added on Schedule 3.

View solution in original post

1 Reply
Highlighted
Expert Alumni

MarriedFilingJointly I paid more SocialSecurity taxes - 2 employers.My Spouse paid exactly for social sec Tax. Where in turbotax can i include this for refund?

Enter in your Form W-2's as received. TurboTax will automatically do the rest. You will receive a credit for the Excess Social Security or Tier I RRTA tax withheld.

 

To see this in your return, follow these steps:

  • From the left menu, select Tax Tools>
  • Tools>View Tax Summary>
  • Preview my 1040>
  • You will see this on Line 18d "Schedule 3, line 14" of Form 1040.
  • For the details: Scroll nearly to the end, at least 3/4 down to get to Schedule 3.
  • There are worksheets shown in the middle of the form. Line 11 will have your excess social security amount. This amount will be added on Schedule 3.

View solution in original post

v
Privacy Settings