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New Member
posted Feb 13, 2020 8:22:57 PM

For box #4 on W-2 turbo tax said over taxed. employer said its the turbotax program and they keep getting calls over this. Help???

0 6 1209
6 Replies
Expert Alumni
Feb 14, 2020 9:06:24 AM

The maximum amount that should be in Box 4 of your W-2 is $8,239.80 with wages of $132,900.  When using this information you should not receive an error in the program.

 

If your wages are less than $132,900 the amount in Box 4 of your W-2 should be the amount in Box 3 multiplied by 6.2%.  If the amount in Box 4 is greater than 6.2% of box 3 then yes the Social Security tax was over withheld.

Returning Member
Feb 21, 2021 9:32:55 AM

What if the amount is accurate in box 4 based on SS wages?  Is there some sort of bug in the program if an employee earned over the max and only had the maximum withholding for SS?

Expert Alumni
Feb 21, 2021 2:04:01 PM

In TurboTax Online Free Edition, I prepared a tax return with one w-2 and $150,000 in boxes 1,3 and 5. 

Box 4 reported the maximum Social Security tax of $8,537.

 

The tax return passed Review with no error message.

 

What error message are your receiving?

Level 15
Feb 21, 2021 2:06:06 PM

First of all try leaving the cents off of box 4.

Check boxes 3 & 4 on your W2. Box 4 should be 6.2% of box 3 up to a max of $8,537.40. So take the amount in box 3 and multiply it by .062. If box 4 is more than that you need to get a corrected W2 from your employer. But also go back and double check your W2 entries, you may have entered box 3 & 4 wrong. A lot of people who have asked this found they did enter an amount wrong.

 

Or check W2 box 12. You may have entered Code A by mistake.

 

A sure way to fix this is to delete the W2 and re-enter it. That may clear something out.

 

Or post back with the amounts in boxes 3&4.

 

Returning Member
Feb 22, 2021 11:25:39 AM

After importing the W2 from ADP the message is that I will be receiving a W2-C. Any idea why a W2-C would be issued?  Nothing was deferred on the employee level. The second error message is that a refund is due and that the SS tax is overpaid.  The amount withheld was $8,537.40 which is the maximum.

 

Level 8
Feb 22, 2021 12:04:51 PM

Yes, this is a Corrected W2 that you will be receiving from ADP, if in fact that is where/who the message came from. If this is the case, wait for the W2-C and compare to see what the error/correction was. Then you should be fine when entering it into TurboTax.