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November 28, 2023
Question

excess Social Security withholding not reported`

  • November 28, 2023
  • 1 reply
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My wife had excess Social Security withheld for 2022, and TurboTax Premier correctly recorded it on Schedule 3, Line 11. I printed out the tax forms when I transmiited them to the IRS, and they were correct. However, the IRS disallowed the deduction because their records showed a zero value for Schedule 3, Line 11. What happened? Is there a bug in TurboTax transmission?

    1 reply

    Employee
    November 28, 2023