topic https://ttlc.intuit.com/questions/4772395-irs-requesting-... in Retirement tax questions

Are you receiving reports of incorrect calculation of excess social security tax withheld (affecting the calculation reported on Schedule 5)?

longtimeTTuser1 — Tue, 04 Jun 2019 21:56:22 GMT

I received a notice from the IRS. I don't see any way to check the calculation in Turbo Tax.

https://ttlc.intuit.com/questions/4772395-irs-requesting-...

SweetieJean — Tue, 04 Jun 2019 21:56:24 GMT

https://ttlc.intuit.com/questions/4772395-irs-requesting-for-more-w2-because-the-ones-i-have-submitt...

There is no error for that in Turbo Tax. Are you marri...

VolvoGirl — Tue, 04 Jun 2019 21:56:25 GMT

There is no error for that in Turbo Tax.

Are you married and filed Joint?  And you both had W2s?  The IRS is probably right.  They usually are in this case.  You assigned both spouse's W2 to the same person so it looked like that person went over the max.

For 2018.  Do you still have copies of all the W2s?  Look at box 4.  Did either of you have more than 1 employer?  You only get excess SS back if one person had more than 1 employer and those employers took out more than the max of  $7,960.80.  So add up your W2 box 4.  Is it more?  Then add up your spouse's W2 box 4.  Is their box 4 more than $7,960.80?