Yesterday another user asked about the same situation (Re: I overpaid social security due to changing employers. I expected TT to make mention to this b...). The answer was that TT would show the overpayment on Schedule 3.
On my return, I see no evidence the Schedule 3 is generating in either the Forms view or the print preview.
I assume Schedule 3 would transfer to 1040 Line 32 Total Other Payments and Refundable Credits. That line is blank.
Is there another way it is visible?
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How much is in all your W2 box 4? If you had more than 1 employer and paid more than $9,114.00 in Social Security tax (box 4) combined you get the excess back on your tax return. If you are married it is for each spouse separately.
A recent poster found he had entered the same EIN on both his W2s. Or if you are married be sure each W2 is entered under the right spouse. Try deleting the W2s and re enter them. That usually clears something out.
For 2022 it will be on Schedule 3 line 11 which goes to 1040 line 31. The Social Security overpayment on line 31 is included in the total refund on line 35a.
The SS withholding was greater than the $9,114 max. Four different employers, 4 different EINs, entered correctly.
I did overlook Line 31. It is blank.
The only thing I can think of is to delete the W2s and re enter them manually. Did you import them? That should clear something out. You may have made a typo in box 4 or put the decimal point in the wrong spot, etc.
It worked when I deleted all of the W-2's, saved, closed and re-entered each. No other numbers appear to have changed.
Thanks.
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