topic Two different employers for 2019. My overpayment of $747 in social security taxes did not change the federal refund amount in TurboTax. in Retirement tax questions

Two different employers for 2019. My overpayment of $747 in social security taxes did not change the federal refund amount in TurboTax.

wmbond — Sun, 05 Jul 2020 19:29:12 GMT

Unable to electronically file and need to know how to resolve this in TurboTax.

Re: Two different employers for 2019. My overpayment of $747 in social security taxes did not change the federal refund amount in TurboTax.

VolvoGirl — Sun, 05 Jul 2020 19:33:54 GMT

Are you sure? It may have added it before you noticed. Are you married? Double check the W2s are entered and assigned to the same spouse.

If you had more than one employer and the total of box 4 (only box 4 not box 6) on all your 2019 W2s for Social Security is more than $8,239.80 you get the excess back on your tax return. And it is for each spouse separately, not combined. Check 1040 Schedule 3 line 11 for it. Then Schedule 3 goes to 1040 line 18d.

Two different employers for 2019. My overpayment of $747 in social security taxes did not change the federal refund amount in TurboTax.

wmbond — Mon, 06 Jul 2020 00:46:16 GMT

Thanks VolvoGirl. After reviewing the actual forms, I realized the mistake was mine. My flawed expectation was a full return of the overpayment but the reality is that the credit was correctly applied and reduced my overall tax liability.