Social Security Overpay Refund

saysmemojito — Thu, 06 Jun 2019 12:32:36 GMT

I seem to be near the end of the filing process when it's asking you how your going to pay for the TurboTax fee. I opted in for the Deluxe package because I over paid when it came to my social security. Why is the amount I'm owed not being added to my "Federal Tax Due"? Is it applied later?

If your situation was due to having multiple employers du...

AnnetteB — Thu, 06 Jun 2019 12:32:39 GMT

If your situation was due to having multiple employers during the year, the excess amount is automatically included on line 71 of Form 1040.

In order to preview your Form 1040, take the following steps:

Click My Account at the top of your screen
Click Tools
On the Tools Center page, below “Other helpful links…”, click View Tax Summary
Click Preview My 1040 shown at the top of your screen
Use the Back choice at the top of the screen to return to your tax return

See the information below for more details if your situation was due to a single employer withholding too much social security.

https://ttlc.intuit.com/replies/3300261

topic Social Security Overpay Refund in Retirement tax questions

Social Security Overpay Refund

If your situation was due to having multiple employers du...