Exceeding OASDI by working with two entities within the same company

[Bdubb78]

I changed organizations within my company this year which generated two W2s and an overage in my OASDI. I received the following information today from my employer and wanted to reach out the community for advice and to understand how I may be able to get around this issue since I already purchased the Premier Edition for this year's taxes, as I always do: You changed legal entities in 2023 and will receive multiple W-2s. In addition, your total OASDI withheld in 2023 was more than the annual limit ($9,932.40). For this reason, the IRS recommends you do not submit or file your taxes electronically (e.g. Turbo Tax or similar software). Doing so may cause a delay in processing your federal income tax return and could impact the timely receipt of your possible excess OASDI (Social Security) credit. The W-2s you receive are filed under a single Federal Employer Identification Number because M****and the IRS previously entered into a Pay Agent W-2 filing agreement. Having a single FEIN can appear that your W-2 forms are from the same company, however, they are for separate legal entities and this causes errors with electronic tax filing systems.

[VolvoGirl]

Is the EIN in box b the same or different?

[Bdubb78]

The same....that was in the original post as the origin of the issue.

[DianeW777]

The alternative to e-file is to prepare and mail your return to the IRS.  This will allow you to attach all of the W-2s to your tax return which is required when mailing the return.  The IRS will then see that you have over paid your old age, survivor and disability insurance (OASDI) or social security allowing the credit for the excess payment on your return.

Simply choose to file by mail when you prepare your return. TurboTax will have the correct address and the link below will also show your the address for your state.

• Filing by mail to the IRS
• How do I print and mail by return in TurboTax?

@Bdubb78