After entering my husband's W-2, Turbo Tax is stating that he has an excess of social security taxes withheld. We requested an updated W-2 from his employer. His emploer says it is the correct withholding amount. When I calculate Box 4 by 0.062 the SS withholding is correct. How can I get Turbo Tax to recognize this?
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@lmevans70 wrote:
I entered 3,544.82 and still an excess withheld of 185.97.
Delete the W-2 and re-enter manually
If the SS taxes withheld are even off by $0.01 the program will give you the message that the employer needs to refund the excess SS withheld. Try removing the cents for the SS taxes in box 4 of the W-2 and that should correct the problem. This change will not affect your tax return or the amount of actual SS taxes withheld and sent to the SS Administration.
I removed the cents and Turbo Tax is still telling me that there is an excess withheld of 186.00.
What is the amount in box 3 of the W-2? What is the amount in box 4 of the W-2?
Does the notice indicate that his particular employer withheld too much? or just a general statement that too much was withheld.
For instance, if you had entered your own W-2, but accidentally assigned it as his, then there could be too much total between the two W-2 forms...but only because one of the W-2 forms was assigned to the wrong person.
Box 3 = $57,174.78. Box 4 = $3,544.84
@lmevans70 wrote:
Box 3 = $57,174.78. Box 4 = $3,544.84
That would be correct. What happens if you enter 3544.83 or 3544.82 in box 4 and continue?
Turbo Tax is stating that "It looks like you are due a refund from your employer". Then lists his employer. I do not have taxes withheld as I am receiving disability. I have opted not to have taxes withheld from my Group DI.
I entered 3,544.82 and still an excess withheld of 185.97.
@lmevans70 wrote:
I entered 3,544.82 and still an excess withheld of 185.97.
Delete the W-2 and re-enter manually
That worked. Thanks.
If TurboTax is telling you that there’s excess Social Security withholding of $186.00, that means the program is “seeing” Social Security withholding of $8,723.40 for your husband – the maximum amount that can be withheld ($8,537.40) plus $186. See Line 10, Excess Social Security and Tier 1 RRTA Tax Withheld in the Instructions for Forms 1040 and 1040-SR for more information.
SteamTrain’s guess that perhaps one of your W-2s was entered under your husband’s SSN seems the likely culprit. Double-check all of the W-2s that you’ve entered into TurboTax.
You might also try deleting all of the W-2s, then re-input them. Please see the TurboTax Help article How do I delete a W-2? for guidance.
Also see the TurboTax Help article Can I get a refund for excess Social Security tax withheld? for more information.
I think I entered too many numbers to make it work and it didn't like that. Got hung up on whatever numbers I originally entered.
I found that when I downloaded the W2s, TurboTax assigned the same employer ID to both W2s. All the other data downloaded correctly. Once I corrected the IDs it calculated the Social Security withholdings correctly and acknowledged a refund. So check your employee IDs. I can't believe they put this product on the market with these errors. And to suggest that I should go to my employer for a refund? They obviously have people working on the software that don't know anything about tax code. Very disappointed.
TT 2021 desktop seems to have several bugs. I had two employers - yet TT desktop attributed all the SS Withholding to only one and said I needed a W-2C. The online version correctly adds the excess amount to line 7 of 1040 sched 3- yet the desktop version doesn't. I had to add it manually.
And no easy way to reach a developer to fix this error.
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