Excess social security tax withheld. I worked for 2 different PAs, but my W-2s have the same EIN on them despite each PA having a seperate EIN.

[PearlJamDW]

I work for a large medical staffing company that owns many groups of physicians. Each group of physicians is a separate Professional Association (PA). In 2019, I worked for 2 different PAs within the same large company ("reporting agent"), therefore I received two W-2s. Each PA I worked for withheld social security taxes which totals more than $8239.80 (max social security withholding for 2019). Despite each PA having their own EIN, both of my W-2s have the same EIN on them (the EIN for the "reporting agent"). Because the EINs are the same on both of the W-2s, TurboTax thinks I worked for the same employer and advises that I ask my employer for a refund. When I asked my employer for a refund, I received a letter stating they cannot provide a refund because they are required to withhold the taxes for each PA separately. They also gave me the EIN for each PA that I worked for and suggested that I report the over payment of social security taxes on Form 1040, Schedule 3, line 11. Will the IRS notice if I put the EIN for each individual PA when I input my W-2 data into TurboTax or does the data I input into TurboTax have to match the paper W-2 exactly?

[Anonymous]

since the EIN you plan to use on the second W-2 won't match the IRS records, you'll probably get rejected.   others have faced similar problems when they work for multiple employers, but the employer EIN on each is the same.  I don't think TT has resolved this issue and I don't know the IRS position on the excess Soc Sec  when they see the same Ein.  However,  technically the w-2's are supposed to have something specific in the name to indicate these are different employers but don't know if IRS computers will pick up on this.    

[katfox1]

I am not a CPA or tax professional and you might want to consult one but I have had alot of trouble with Turbo Tax trying to handle 1041's but not my 1040.  I did consult a CPA on my 1041 Trust Return issues and he advised to override the program and put in what is supposed to be.  Rather than messing around with your staffing agency which might be doing it the wrong way (if they are your real employer and they are the ones issuing you your paychecks under their EIN, they should be reporting it all on one W-2.)  I would just insert Schedule 3 into the Turbo Tax program, find the line where you would report the over payments and then click on the little icon to take you to the 1040 Worksheet,  right click on line 11, select "override" and just put in the amount you overpaid.  Just my opinion but at least then you don't have an issue with reporting to the IRS two EIN numbers that didn't actually report anything.  Good luck.