topic Re: Social Security withheld in Get your taxes done using TurboTax

Social Security withheld

Mendenrj — Mon, 09 Mar 2026 11:21:22 GMT

I have 2 W-2 forms for 2021, as I switched legal entities within my employer. I over-funded Social Security by over $6,000. Shouldn't I see some refund or amount noted within my filing for that amount?

Re: Social Security withheld

JillS56 — Sun, 10 Apr 2022 00:21:31 GMT

Yes, you should receive credit for the over-funded amount. TurboTax will automatically calculate this based on the information entered in your W-2s. The amount of credit you will receive for the over-funded social security can be found on Form Schedule 3, Line 11 "Excess social security and tier 1 RRTA tax withheld". The total for Schedule 3 is then entered on Line 31 of the 1040.

Re: Social Security withheld

Mendenrj — Sun, 10 Apr 2022 00:25:26 GMT

Got it now, thanks so much!!