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karichery
New Member

I accidently entered both W2 (wife and me) on same name see the total refund $3000 more than entering it seperate name (correct), Why?

Since the total income is same, I expect similar refund other the wife is as my dependant benefit.

In both case total W2 income shows the same, but total refund is significally different..

1 Best answer

Accepted Solutions
Opus 17
Level 15

I accidently entered both W2 (wife and me) on same name see the total refund $3000 more than entering it seperate name (correct), Why?

If Turbotax thinks that both W-2s are yours, and that your total income is more than $118,000 (about) it will think you had excess social security withheld and will add a refund of excess social security to the rest of your tax return.  (If you leave it like this, the IRS will eventually figure it out and bill you for the refund you shouldn't have gotten along with interest and late fees.)

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

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1 Reply
Opus 17
Level 15

I accidently entered both W2 (wife and me) on same name see the total refund $3000 more than entering it seperate name (correct), Why?

If Turbotax thinks that both W-2s are yours, and that your total income is more than $118,000 (about) it will think you had excess social security withheld and will add a refund of excess social security to the rest of your tax return.  (If you leave it like this, the IRS will eventually figure it out and bill you for the refund you shouldn't have gotten along with interest and late fees.)

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*
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