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To accurately complete your taxes, you need to upgrade to TurboTax Deluxe -How do I get past this without paying? I don't mind excess SS tax

 
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2 Replies
JotikaT2
Employee Tax Expert

To accurately complete your taxes, you need to upgrade to TurboTax Deluxe -How do I get past this without paying? I don't mind excess SS tax

You can't.  

 

The excess SS tax requires an additional form that is not part of the Free Edition.

Forms included in TurboTax products

 

You may want to see if you qualify to file using the IRS Free File Program.

 

See the following link for more details and if you qualify to file using this program, you may not need to upgrade.

Free File option

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To accurately complete your taxes, you need to upgrade to TurboTax Deluxe -How do I get past this without paying? I don't mind excess SS tax

Excess SS is not an amount you pay but a credit on your tax return.  You get it added to your refund.  But there seems to be a problem in the program with it recently.  

 

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.

 

 

 

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