topic Using the online version and could not be more disappointed. Zero forms visibility. How do I confirm that my overpayment of medicare tax was credited or not? in Retirement tax questions

Using the online version and could not be more disappointed. Zero forms visibility. How do I confirm that my overpayment of medicare tax was credited or not?

jbb3-mail — Tue, 10 Feb 2026 09:21:37 GMT

At some point during entry TT did state I had overpaid medicare, but I don't see any evidence of a credit.

Re: Using the online version and could not be more disappointed. Zero forms visibility. How do I ...

DianeW777 — Tue, 30 Jan 2024 20:20:44 GMT

If you are referring to over paying social security tax you can confirm your excess payment using our Preview My 1040 steps placed below.

For 2023, the maximum limit on earnings for withholding of Social Security (old-age, survivors, and disability insurance) tax is $160,200.00. The Social Security tax rate remains at 6.2 percent. The resulting maximum Social Security tax for 2023 is $9,932.40.

Using the Tax Tools: Scroll to Schedule 3, page 2, line 11. Also Form 1040, line 31.

To find Tools:
- Sign into your TurboTax account and open or continue your return.
- Select Tax Tools in the left menu.
- You'll find Tools beneath Tax Tools.
- Select View Tax Summary
- Select Preview My 1040 (left)
- See the image below.

Please update with more details if you need further assistance and we will help.

Re: Using the online version and could not be more disappointed. Zero forms visibility. How do I confirm that my overpayment of medicare tax was credited or not?

SteamTrain — Tue, 30 Jan 2024 21:39:33 GMT

Correct...most users ,who are experienced with the Desktop software, will not use the Online software, especially with the absence of "Forms Mode" to quickly see what's going on.

BUT also, those with families sometimes have a couple of tax returns to file for MFJ parents + working teens.