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Level 2
posted Mar 28, 2021 6:04:35 AM

Can Turbotax software please be updated to check the name on the W2 against the person it is assigned to automatically?

0 4 649
4 Replies
Level 15
Mar 28, 2021 6:09:31 AM

Did you prepare a return and assign the W-2 to the wrong person?   When you file a joint return you have to be careful about putting the W-2 under the correct spouse's name---the income screens have spots for each name.  TurboTax has no way to detect user errors like that.  

Level 15
Mar 28, 2021 6:17:34 AM

When you import anything it is up to you to make sure who the form belongs to and make the correction if needed.  ALL of the return needs to be reviewed carefully before filing it when using a DIY program you are the one responsible for all entries on the return.  Never count solely on the program to get it 100% correct ... some things requires user verification.   

 

In the W-2 import section ... after you enter the EIN ... you are shown the employer  and given the option to review and change the employee section ... this is where you would make the change in spouse if needed :

 

  

 

 

Level 2
Mar 30, 2021 3:41:38 PM

Yes, I did make this error on my tax return and the consequence was miscalculate social security withholding. Yes, this was my fault, and yes I should have caught it.

 

This is really a request to the TT software team to add this as an automatic check. It would be a few lines of code to compare the name entered on the W2 to the names of each spouse and at least warn the user that there appears to be an error.

Level 15
Mar 30, 2021 5:57:03 PM

If you put both W-2 forms to the same person AND this puts you over the SS limit AND this results in a refund of the excess SS tax the program DOES warn you  and  if you fail to make the corrections this is not a program error it is a user error.   The program has made this warning screen easier to read over the years but some users fail to read the entire screen and take action to correct this before filing.