Social security over payment

stephaniecochran — Mon, 03 Jun 2019 23:26:23 GMT

can you claim a overpayment that paid to social security

Yes. If your social security overpayment is because of m...

AnthonyC — Mon, 03 Jun 2019 23:26:25 GMT

Yes. If your social security overpayment is because of multiple employers, then when you enter your W2s, the program will warn of the overpayment and will add into your federal tax return automatically. It will show as Line 71 as a payment and be calculated into Line 75 (your refund) or Line 78 (amount you owe).

However, make sure you are truly entitled to this overpayment. A lot of mistakes happen with this topic and they often result in IRS letters. If you are married filing joint, make sure that you have assigned your W2s to each spouse correctly. The mistake that happens is users enter both W2s under the same name, instead of each spouse. This results in the program calculating an overpayment when none is truly due.

If your overpayment is from a single employer, then it will not be automatically added to your return. You will have to contact your employer to receive a refund and get a corrected W2. If your employer won't cooperate, then you will have to fill out Form 843 to received a refund of the taxes and you will need to make an adjustment to your W2 to reflect what the correct number should have been.

You can view more information about social security overpayments at the link below (including more information about if your overpayment is caused by a single employer and how to correct that) -

https://ttlc.intuit.com/questions/1899484-can-i-get-a-refund-for-excess-social-security-tax-withheld

topic Social security over payment in Retirement tax questions

Social security over payment

Yes. If your social security overpayment is because of m...