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Should my refund be adjusted by the amount I overpaid in Social Security tax for the year? I am not seeing the adjustment- just the acknowledgement.

 
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4 Replies
KurtL1
Expert Alumni

Should my refund be adjusted by the amount I overpaid in Social Security tax for the year? I am not seeing the adjustment- just the acknowledgement.

The amount you over paid on Social Security is listed on SCHEDULE 3 - Additional Credits and PaymentsLine 11

 

Schedule 3 - Other Payments and Refundable Credits is carried forward to Line 18d on Form 1040.

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Bruschim
Returning Member

Should my refund be adjusted by the amount I overpaid in Social Security tax for the year? I am not seeing the adjustment- just the acknowledgement.

Hi,

I overpaid Social Security from two employers.  It is listed on Schedule 3 line 11 but not listed on the overall refund or on the federal site.  Will this still be refunded with my overall federal refund?

BillM223
Expert Alumni

Should my refund be adjusted by the amount I overpaid in Social Security tax for the year? I am not seeing the adjustment- just the acknowledgement.

You are saying that there is an amount on line 11, Schedule 3?

 

On Sch 3, do lines 8 through 13 add up to line 14?

 

Does the amount on line 14, Sch 3 also appear in line 18d on the 1040?

 

On the 1040, do the lines 18a through 18d add up to the amount on line 18e?

 

On the 1040, is line 19 equal to line 17 plus 18e?

 

Please tell me at what point, the original line 11 (Sch 3) amount disappears.

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Bruschim
Returning Member

Should my refund be adjusted by the amount I overpaid in Social Security tax for the year? I am not seeing the adjustment- just the acknowledgement.

I figured it out - sorry

 

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