topic Excess of SSN tax withheld in Deductions & credits

Excess of SSN tax withheld

gerygutnik — Mon, 14 Feb 2022 19:23:12 GMT

I am employed by two employers, and hence have excess of SSN tax withheld.

Last year when doing my taxes, I saw that excess captured as extra tax already paid in Form 1040 in line 31, based on Schedule 3 "Additional Credits and Payments" in line 10 "Excess social security and tier 1 RRTA tax withheld".

This year, in a similar situation, I have a message from TurboTax saying to connect my employer, get refund and a corrected W-2c, and I do not see the "credit" in my tax forms and worksheets - There is no Schedule 3 like last year. When contacting my employer, they responded that they are legally required to withhold the SSN tax based on my wages, and cannot issue refund or corrected W2.

What do I do? How do I get the extra taxes I paid part of my tax returns?

Thank you, and appreciate the advice!

Gery

Re: Excess of SSN tax withheld

MinhT1 — Mon, 14 Feb 2022 20:26:15 GMT

This scenario displayed by TurboTax is when you have excess SS withheld by the same employer.

Please revisit your 2 forms W-2 and verify that you have enterred correctly the details for the employers, especially the employer's EIN. the 2 employers and their respective EINs must be different.

Re: Excess of SSN tax withheld

gerygutnik — Mon, 14 Feb 2022 21:58:37 GMT

Wow, I went back and checked and indeed somehow both employers W2s had the same EIN (not sure how). I fixed it and Schedule 3 was automatically generated. Thank you!!!