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superman_jonatha
New Member

TT will not let me use FREE. Says too much SS was WH. Not True. Exactly 6.2% How do I over ride?

 
5 Replies
DawnC
Expert Alumni

TT will not let me use FREE. Says too much SS was WH. Not True. Exactly 6.2% How do I over ride?

Do you have multiple W-2s?   Does the total of social security withheld from all W-2s exceed $8,239.80?   If it does, you cannot use the Free Edition.   If it doesn't, review the amounts you entered from your W-2 as it may be a typo.   Double-check the amounts you entered into TurboTax.  

 

Can I get a refund for excess Social Security tax withheld?

 

Why do I have to upgrade from Free Edition?

 

 

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VolvoGirl
Level 15

TT will not let me use FREE. Says too much SS was WH. Not True. Exactly 6.2% How do I over ride?

here 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.

 

VolvoGirl
Level 15

TT will not let me use FREE. Says too much SS was WH. Not True. Exactly 6.2% How do I over ride?

@DawnC  Can you check into this and pass it up to tech?  There seems to be something going on.  Seeing lots of these excess SS questions just started a couple days ago.  Maybe with an update?

DawnC
Expert Alumni

TT will not let me use FREE. Says too much SS was WH. Not True. Exactly 6.2% How do I over ride?

Is it possible for you to send a screenshot of the screen where it is asking you to upgrade and a diagnostic copy of your return, please?  It will be much appreciated!  And thanks for the heads up @VolvoGirl

 

A diagnostic return has any personal identifying information redacted, so your privacy is not in peril.  Only a TurboTax agent can access the scrubbed return.

To send a diagnostic return to TurboTax:

  • Log into your return
  • Click on Tax Tools
  • Click on Tools  
  • Click on Share my file with Agent 
  • You will get a message that explains what a diagnostic copy is.  Click the OK button  

Please indicate the number in a comment below.

 

@superman_jonatha

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VolvoGirl
Level 15

TT will not let me use FREE. Says too much SS was WH. Not True. Exactly 6.2% How do I over ride?

@DawnC   Check out this simple one.  Only 2 W2 single and way under the max.

https://ttlc.intuit.com/community/taxes/discussion/re-turbotax-says-i-overpaid-social-security-tax-a... 

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