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The IRS did not agree with Turbo Tax calculations of excess Social Security paid in my 2015 tax return

How do I get this resolved with the IRS?
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3 Replies

The IRS did not agree with Turbo Tax calculations of excess Social Security paid in my 2015 tax return

If you filed a joint return and both spouses have W2s, you have to enter each W2 under the right name. Otherwise, it will look like all the W2s belong to only 1 person, and that too much social security tax was paid for that 1 person.   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 IRS is probably right.  They usually are in this case.  Do you still have copies of all the W2s?  Look at box 4.  Are you married?  Did either of you have more than 1 employer?  You only get excess SS back if one person had more than 1 employer and those employers took out more than the max of  $7,347.00.  So add up your W2 box 4.  Is it more?  Then add up your spouse's W2 box 4.  Is their box 4 more than $7,347.00?

AND if you transferred from 2015 into 2016  the W2's will have transferred over wrong again so you might have the same problem.  For 2016 the max is $7,347.00.  So check and see if you have an Excess SS showing up on 1040 line 71 for 2016 or you will have the same problem.  
 
THEN for next  year, if you transfer over from 2016 you should delete ALL the W2s and re-enter them from scratch making sure to assign them to the right spouse.

The IRS did not agree with Turbo Tax calculations of excess Social Security paid in my 2015 tax return

How can I determine if the W2 was imported electronically?  If that is the case should Turbo Tax have selected the correct person in a joint return?

The IRS did not agree with Turbo Tax calculations of excess Social Security paid in my 2015 tax return

Just received the same letter from IRS due to Turbo Tax miscalculating excess Social Security Tax for 2015. Now I'm the hook to pay the IRS almost $3,000 due to the miscalculation of their software.

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