Receiving "You may be due a refund from your employer" message

[jtaylordfw]

I ended up working with TurboTax support on this issue. It looks like a glitch in the software accidentally copied the TIN from my first employer's W-2 form to the second employer's W-2 form. Because the software uses the TIN to aggregate the W-2 information, it then combined the values across both W-2's, even though each was really from a different employer.

My recommendation to you is to open up each W-2 and validate that the TIN is correct. My hunch is that both W-2's will have the same TIN, but when you fix the one that is wrong, it should recalculate everything. Once I re-updated the W-2's TIN the issue went away and hasn't come back.

[jtaylordfw · Accepted solution]

In case you missed my other posting on this issue -- double-check that the TIN for each W-2 is correct. I found (by working with support) that the software had copied the TIN from one employer into the W-2 for the second employer, and that's what was causing the issue.

[billcranecos]

@jtaylordfw 

Thanks for this.  Double checking Employer EIN's it was noted that they were both same. After correcting the EIN on a W2 that had been previously imported. I now see the credit on schedule 3 and 1040 line 31.

[PengL]

@billcranecos Did you ever get a fix to this? 

[billcranecos]

@PengL I don't know if a software fix has been released yet. In my own case, I could manually get this to work by reviewing the Employer ID on all my W2s and manually correcting those that were wrong. It seems that in some circumstances, Turbo Tax was overwriting the Employer ID from one W2 onto another and this is what created the problem.

[techmonkey]

still seeing this copied EIN for two employers. both W2s were imported automatically so this is a bug. is there an ETA on a fix?

[SForrestLO]

You can delete the W-2 and enter it manually.

This Turbo Tax FAQ will show you how to delete your W-2.

How do I delete a W-2?

How do I manually enter my W-2?

[jay 2021]

I am having the same issue. Initially turbo tax incorrectly was stating that one of my employers had over withheld social security, even though never withheld more than the 2021 max. for some reason turbo tax was adding both employers social security withholds, and saying it was from one employer, not two. after a number of weeks, turbo tax fixed that bug. now it ignores the over withholding. it has no entry  in the schedule 3 line 11. I have had a over withholding in prior years and turbo tax handled it fine. It appears that there was a bug in assigning withholds to a single employer, which has now been fixed. However there is now a related bug that is not catching obvious over payments for social security. I guess we have to HOPE someone fixes that bug so we can submit our taxes correctly. there does not seem to be a way to manually override this error.

[VolvoGirl]

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 $8,853.60.   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.

[VolvoGirl]

Or you said you fixed that?  Now what is the new problem?  I don't think there is any current errors with excess Social Security.  

Make sure each W2 is assigned to the right spouse if you are married.

For 2021 the max for Social Security is $8,853.60 on $142,800 of wages (142,800 x 6.2%).

[jay 2021]

I deleted both my W2s and reentered them. then the social security issue was resolved. I think the check for overpayment is when the W2 are entered. after the initial bug was fixed (lumping both payments as if they were from the same company) the only way to get this calculated correctly is to reenter the W2s.

[Sherrill54]

This my first time to file, can I put the total amount I and my employer paid for box3 social security for SSA-1099 .. and the amount we both paid to box5 Medicare

[Sherrill54]

• I'm a first time filer, and filing SSA-1099 only, and my estimated total taxes paid are 
• Social security paid by me is $34,839 and my employer paid $35,578
• Medicare paid by me $8,334 and my employer paid $8,334 
• How do I put ths in box3 and box5?? 

[VolvoGirl]

@Sherrill54   If you only get Social Security or a SSA-1099 you do not need to file a return.  It is not taxable.  If you need to enter it, it does not go in the W2 section.  It has its own place.

Enter a SSA-1099, SSA-1099-SM or RRB-1099  under

Federal Taxes on the left side or top

Wages and Income

Then scroll down to Retirement Plans and Social Security

Then the second line - Social Security (SSA-1099. RRB-1099) - click the Start or Revisit  button

Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches:

Married Filing Jointly: $32,000

Single or head of household: $25,000

Married Filing Separately: 0

For 2023 Social Security is on line 6a and any taxable amount on 6b.