Source of “Other Withholdings” amount？

[Taxger]

I noticed something confusing in my return and would appreciate any clarification. In my federal withholding summary, I see two amounts: W-2 withholdings: ~$30K, Other withholdings: $74. I need to allocate withholding across quarters for underpayment penalty calculations, but I cannot identify the source of this $74.

Here’s what I’ve checked: I reviewed my Form W-2 and various 1099 forms — none show a $74 federal withholding. However, when I delete my W-2 entry in TurboTax, the $74 “Other withholdings” disappears.

This makes me suspect the amount may somehow be derived from the W-2 entry, but I don’t see where it would come from.

Questions: How turbotax get this number? And should I count the $74 in witholdings to calculate tax penalty?

[LindaS5247 · Accepted solution]

If you are seeing "Other Withholdings" in TurboTax, these usually come from federal or state tax withheld on forms other than W-2s or 1099-R, such as Form 1099-MISC,  Form W-2G, Form K-1, Form 1099-NEC, or Form 1099-B. 

Since your $74 amount disappears when you delete a Form W2, the $74 may be the result of an additional calculation tied to your W-2. This may be due to  excess Social Security tax or possibly a misclassified Box 12 or 14 code.  If you had multiple W-2s and your total Social Security tax withheld (Box 4) exceeds the maximum limit for the tax year, TurboTax will move the excess to "Other Withholding" and treat it as a prepayment. 

This would be reflected on Line 11 of Schedule 3. Check your Schedule 3 in your tax return and amounts in boxes 12 & 14 of your Form W-2's.  For the 2025 tax year, excess withholding occurs if the sum of all employers' withholding exceeds $10,918.20 per taxpayer.

If the amount does not match any of your records, you can delete the W-2 and enter the information manually to make sure the numbers are correct.

If the $74 was with respect to excess Social Security it can be included when determining your underpayment penalty as it reduces your total tax liability.

To delete a Form W-2 if you used TurboTax Online you can:

1. Click on "Tax Tools" in the left panel of your TurboTax screen
2. Select  "Tools"
3. Click on "Delete a Form"
4. Scroll down the list of your forms to find your Form W2
5. Click on the trash can to the right of your form to delete it

To delete a Form W-2 If you used TurboTax Desktop, you can:

1. Click on "Forms" in the top right of your TurboTax screen to switch to "Forms Mode"
2. In your left panel of your TurboTax screen find Form W-2
3. Click on "Delete Form" at the bottom of the form
4. Click on "Yes" to confirm the deletion

To get back to your W-2 screens in TurboTax you can:

1. Click on "Search" in the top right of your TurboTax screen.
2. Type "W-2" in the search bar.
3. Click on the link "Jump to W-2"

Click here for How do I manually enter my W-2?

If you have additional information or questions regarding this, please return to Community and we would be glad to help.