I'm being told to upgrade because my spouse paid excess Social Security. I calculated the percentage from her W2s and it's accurate. How is this determined?

vawalton · ‎March 25, 2020

SusanY1 · ‎March 25, 2020

While the percentage may be accurate, if your spouse worked at more than one job and earned more than $132,900 in total wages, she would have excess withholding and be due a refund of that withholding.

She should have paid no more than $8,239.80 in social security withholding during 2019 when all of the Box 4 withholding is totaled from her Form W-2s.

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View solution in original post

SusanY1 · ‎March 25, 2020

While the percentage may be accurate, if your spouse worked at more than one job and earned more than $132,900 in total wages, she would have excess withholding and be due a refund of that withholding.

She should have paid no more than $8,239.80 in social security withholding during 2019 when all of the Box 4 withholding is totaled from her Form W-2s.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

mikilet · ‎May 18, 2020

How can this excess be filed/claimed? Is it done automatically within the software?

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I'm being told to upgrade because my spouse paid excess Social Security. I calculated the percentage from her W2s and it's accurate. How is this determined?