Excess social security multiple employers same EIN

Forum|Forum|5 years ago
February 23, 2021
12 replies
104 views

How do I get turbotax to recognize my w-2 are from different companies even though they have the same EIN number so that I can get my excess social security witholding refunded?

MayaD

Alumni - Intuit

If both W-2 have the same EIN, you can't get TurboTax to recognize that your W-2s are from different employers. Contact the payroll company to check if EIN numbers can be corrected. If not, you need to file Form 843 Claim for Refund and Request for Abatement.

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chrisnuggets

Level 2

Hi just confirming because I am in the same situation with excess SS taxes withheld due to changing roles within a company and divisions being recognized as different legal entities but with same EIN on both W2's.

We only need to fill out form 843 but not put any amount in form 1040 schedule 3 line 11? Or do I fill out 843 AND also put the excess SS amount in 1040 Schedule 3 Line 11? And if form 843 needs to be processed, TurboTax cannot e-file?

TurboTax is not letting me distinguish I had multiple employers due to the same EIN used on both W2's and so it is saying I need a W2c for which my employer is not able to produce. Therefore I'm not sure if I need to do one, or both of the above steps.

Thanks for your clarification and help

DianeW777

Alumni - Intuit

No, do not put the amount on your Form 1040. This is allowed when you have two different employers with different EINs.

Instead complete Form 843 to obtain your refund for the overpayment of your social security and medicare tax by the same/one employer/EIN.

Be prepared with the following statement:

Attach a statement from the employer. The statement should indicate the following.

The amount, if any, the employer has repaid or reimbursed you for excess taxes withheld.
The amount, if any, of credit or refund claimed by the employer or authorized by you to be claimed by the employer.

The employer should include in the statement the fact that it is made in support of your claim for refund of employee tax paid by the employer to the IRS.

If you cannot obtain a statement from the employer, you should attach a statement with the same information to the best of your knowledge and belief and include in the statement an explanation of why you could not obtain a statement from the employer. Attach a copy of your Form W-2 to prove the amount of social security, Medicare, or RRTA tax withheld.