Your tax return was rejected due to an issue with Federal Schedule 3, Excess Social Security Taxes Withheld. how do i fix that?

[CatinaT1]

Here's how you can fix it:

Sign in to your account and select the Fix my return button. Follow any “fix it” instructions to update the information causing the rejection.

Note: Not all rejections will have explicit guides to fix the information. You’ll need to navigate to the program area to address the cause of the rejection.

Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. This article will give you instruction on how to print and mail your return.

Additional reject instruction here.

[VolvoGirl · Accepted solution]

Don't know how you got Rejected for that.  It should not have even let you try to file with Excess SS error.  It should have told you the error right when you entered your W2.

Anyway, here's some info on Excess SS that might help.

There are 2 different situations when it will say Employer may have paid too much Social Security.  It's saying either 1 employer took out too much SS -OR- that you paid too much SS because you had more than 1 employer.  This should cover both.

More than 1 Employer:

For 2019,  If you had more than one employer and  the total of box 4 (only box 4 not box 6) on all your 2019 W2s  for Social Security is more than $8,239.80 you get the excess back on your tax return.  And it is for each spouse separately, not combined.  Check 1040 schedule 3 line 11 for it.  Then schedule 3 goes to 1040 Line 18d.  If only one employer took out more than $8,239.80 you have to get the difference back from that employer and get a corrected W2 form.

One Employer:

Check boxes 3 & 4 on your W2. Box 4 should be 6.2% of box 3 up to a max of $8,239.80.   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.

[yinniev]

Thank you, i was able to fix it and my refund is accepted.

[GC17]

Dear Expert,

I had 2 employers last year.

Employer 1 issued a W-2 with the limit of $8,537 in ss tax withheld;

Employer 2 issued a W-2 with the limit of $8,537 in ss tax withheld;

Then, in December, after an RSU was triggered through Employer 1,

Employer 1 issued a second W-2 with $3,268 in ss tax withheld.

Turbo tax tells me that I am getting a tax credit of $8,537 for the ss tax Employer 2 collected, but that for the $3,268 overpayment I must ask Employer 1 for a refund and a corrected W-2. Employer 1 is refusing to do this. Turbo Tax says that in that case, I should correct the W-2 myself and, after filing my taxes, mail in Form 843. It says that if I file my return with the extra ss tax withholdings, I may be subject to penalties and interest! But is it really okay to correct the W-2 myself when Employer 1 is providing it to the IRS uncorrected? Wouldn't that make me subject to penalties and/or trigger an audit?

Thanks!

[Shilohutch]

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