Social Security Tax

MikeC1975 — Mon, 09 Mar 2026 09:04:45 GMT

I have 2 W2's that account for 173k...the SS tax is correct at 6.2% for each one, but the TT program doesn't appear to be making an adjustment for a total in excess of 142.8k. Is there a way I can ensure it is accurately "reimbursing me" for excess tax paid? It isn't explained anywhere in the taxes or deductions "explanations".

Re: Social Security Tax

RaifH — Sat, 05 Mar 2022 13:20:18 GMT

Yes, you can see that information if you preview your 1040:

Open or continue your return.
Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
With the Tax Tools menu open, you can then view your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
Scroll down until you see Schedule 3 Line 11 Excess social security and tier 1 RRTA tax withheld.

If your employers combined to withhold more than $8,853.60 in Social Security, the excess amount should appear here. If you do not have a Schedule 3 or it does not appear there, make sure that both W-2s are in your name and the social security tax is correctly entered. Upon entering your second W-2, TurboTax should have notified you that you had excess withheld and you are going to get that back on your tax return.

Re: Social Security Tax

MikeC1975 — Mon, 07 Mar 2022 08:25:20 GMT

Thank you!

topic Social Security Tax in Deductions & credits

Social Security Tax

Re: Social Security Tax

Re: Social Security Tax