topic Re: Code 806 w2 or 1099 withholding in After you file

Code 806 w2 or 1099 withholding

nejidoreb123 — Tue, 10 Mar 2026 05:22:54 GMT

I already filed my taxes and received $1109 direct deposit.

Today I received IRS check for $2719. Checked my account online and it shows this.

I think it is for the $3079 excess social security tax that I paid through my second employer (I switched jobs mid year).

Didn't they already gave me a credit for that on my initial tax return?

Also what is the additional tax assessed $371, do I need to wait for a notice?

Re: Code 806 w2 or 1099 withholding

Anonymous_ — Fri, 29 Jul 2022 20:51:28 GMT

@nejidoreb123 wrote:
.....what is the additional tax assessed $371, do I need to wait for a notice?

You can wait for a notice or call customer service.

https://www.irs.gov/faqs/irs-procedures/refund-inquiries/refund-inquiries-20

Re: Code 806 w2 or 1099 withholding

SteamTrain — Sat, 30 Jul 2022 16:37:10 GMT

Definitely, you'd have to wait or call in for an explanation.

BUT

If you overpaid SS from two jobs, that indicates a fairly high income....perhaps your income was high enough that you were also subject to the additional 0.9% Medicare tax assessed on high wage earners. (i.e. the extra $371)

Read:

Topic No. 560 Additional Medicare Tax | Internal Revenue Service (irs.gov)

Re: Code 806 w2 or 1099 withholding

nejidoreb123 — Mon, 01 Aug 2022 23:13:15 GMT

How did you calculate the extra $371? My social security wages between the two jobs is ~192k, SS withheld is ~12k total, so I overpaid by $3079.

It seems like they already gave a credit of $3079 in the first return for the excess social security withholding. Then they refunded another $3079 minus 11 (which I paid for changes in amended return) minus 371 (for new tax due).

Here is the CP21B notice. I'm not really sure why $3079 is processed twice? Am I eligible to cash the refund?

Re: Code 806 w2 or 1099 withholding

VolvoGirl — Mon, 01 Aug 2022 23:32:06 GMT

Don't know if this means anything or goes together but did anyone notice that 371 is 360+11?

Re: Code 806 w2 or 1099 withholding

nejidoreb123 — Tue, 02 Aug 2022 12:23:04 GMT

Yes that is weird. The $360 is penalty for my excess Roth contribution. The $11 is when I amended my return I added 1099-INT and had to pay extra.

Re: Code 806 w2 or 1099 withholding

Anonymous_ — Tue, 02 Aug 2022 13:33:42 GMT

@VolvoGirl wrote:

Don't know if this means anything or goes together but did anyone notice that 371 is 360+11?

Yes, and 371 + 2719 = 3090. Then if you subtract the $11 (-11) that equals $3079.