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Excess of SSN tax withheld

I am employed by two employers, and hence have excess of SSN tax withheld. 

 

Last year when doing my taxes, I saw that excess captured as extra tax already paid in Form 1040 in line 31, based on Schedule 3 "Additional Credits and Payments" in line 10 "Excess social security and tier 1 RRTA tax withheld".

 

This year, in a similar situation, I have a message from TurboTax saying to connect my employer, get refund and a corrected W-2c, and I do not see the "credit" in my tax forms and worksheets - There is no Schedule 3 like last year. When contacting my employer, they responded that they are legally required to withhold the SSN tax based on my wages, and cannot issue refund or corrected W2. 

 

What do I do? How do I get the extra taxes I paid part of my tax returns?

 

Thank you, and appreciate the advice!

Gery

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1 Best answer

Accepted Solutions
MinhT1
Employee Tax Expert

Excess of SSN tax withheld

This scenario displayed by TurboTax is when you have excess SS withheld by the same employer.

 

Please revisit your 2 forms W-2 and verify that you have enterred correctly the details for the employers, especially the employer's EIN. the 2 employers and their respective EINs must be different.

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2 Replies
MinhT1
Employee Tax Expert

Excess of SSN tax withheld

This scenario displayed by TurboTax is when you have excess SS withheld by the same employer.

 

Please revisit your 2 forms W-2 and verify that you have enterred correctly the details for the employers, especially the employer's EIN. the 2 employers and their respective EINs must be different.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Excess of SSN tax withheld

Wow, I went back and checked and indeed somehow both employers W2s had the same EIN (not sure how). I fixed it and Schedule 3 was automatically generated. Thank you!!!

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