Social Security withheld

[Mendenrj]

I have 2 W-2 forms for 2021, as I switched legal entities within my employer.  I over-funded Social Security by over $6,000.  Shouldn't I see some refund or amount noted within my filing for that amount? 

[JillS56 · Accepted solution]

Yes, you should receive credit for the over-funded amount.   TurboTax will automatically calculate this based on the information entered in your W-2s.  The amount of credit you will receive for the over-funded social security can be found on Form Schedule 3, Line 11 "Excess social security and tier 1 RRTA tax withheld".   The total for Schedule 3 is then entered on Line 31 of the 1040.

[Mendenrj]

Got it now, thanks so much!!