Two Employers, Same ID Number - Social Security Overpayment

[mcmandy65]

I have two W-2s from two separate employers. I work for Loyola and receive part of my wages from the medical center and part from the university. They are both required to collect Social Security tax as though the other doesn't exist. They have the same ID number and the same first line in the employer name, but one has a second line in the employer name that reads "Agent for Loyola University." Last year, we were told to make sure we entered this second line accurately in order to get the refund for the excess tax, and it worked fine. 

This year, I filled in numbers on the two W-2s saved from last year, but the software isn't recognizing them as separate employers. Instead, it is telling me to ask for a refund directly from my employer, which isn't possible. Does anyone know how to fix this?

[SabrinaD2]

If Your Employer Does Not Provide a Refund and Corrected W-2, Here’s How to Handle the Situation:
 

1. Enter Both W-2s Separately:
   • Clearly identify the differing employer names when entering the W-2s into TurboTax.
   • Note: Since both W-2s use the same EIN, TurboTax will recognize them as from a single employer, and the excess Social Security tax cannot be claimed as a credit on your tax return.
2. What You’ll See in TurboTax:
   • TurboTax will display a message, like the one in the sample image below, stating that your employer withheld too much Social Security tax. It will recommend contacting your employer for a refund and requesting a corrected W-2.
   • This message will not prevent you from filing your return
3. File IRS Form 843 (If Needed):
   • If your employer doesn’t issue a refund or corrected W-2, complete IRS Form 843 Claim for Refund and Request for Abatement to claim the refund directly from the IRS.
   • Include supporting documents, such as copies of both W-2s.

For additional guidance, refer to the IRS article: IRS Topic No. 608 - Excess Social Security and RRTA Tax Withheld.

By following these steps, you can handle the situation effectively without delays to your filing.