Does the maximum limit on earnings for withholding social security taxes apply to a married couple as combined income? Or does the maximum limit apply to just individuals? So, if I filed "married filing Jointly" and we paid excess social security combined from two different jobs, can I get a refund of the excess paid?
The excess SS "cap" is a per person amount---not an amount for the couple. When you enter your incomes, you need to make very sure that you enter each W-2 under the specific spouse's name in the software. The income screens will have spots with each of your names. If you make a mistake and enter all of the income (and thus all of the SS) under only one spouse's name, it could look like excess SS was withheld resulting in a refund. When the IRS catches the mistake a year or two later, you would get a nasty letter demanding repayment of the inflated refund with interest.
The Social Security income cap for paying SS taxes is per individual regardless of your tax return filing status.
The excess SS "cap" is a per person amount---not an amount for the couple. When you enter your incomes, you need to make very sure that you enter each W-2 under the specific spouse's name in the software. The income screens will have spots with each of your names. If you make a mistake and enter all of the income (and thus all of the SS) under only one spouse's name, it could look like excess SS was withheld resulting in a refund. When the IRS catches the mistake a year or two later, you would get a nasty letter demanding repayment of the inflated refund with interest.