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Larry35467
February 24, 2025
Question

Excess Social Security and Medicare Taxes

  • February 24, 2025
  • 2 replies
  • 0 views

My employer over withheld Social Security and Medicare tax on my W-2.  My employer doesn't want to reimburse me.  Can I get the excess back when I file my 1040?  If not, how can I get reimbursed? 

2 replies

T
ThomasM125
February 24, 2025

No, you can't get the money back when you file your tax return. You will have to file Form 843 separately from your tax return to get the refund if your employer won't do it.

 

 

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    DoninGA
    DoninGA
    Employee
    February 24, 2025

    See this TurboTax support FAQ for reimbursing SS taxes withheld - https://ttlc.intuit.com/turbotax-support/en-us/help-article/social-security-taxes/get-refund-excess-social-security-tax-withheld/L1JTKMb7Q_US_en_US?uid=m7jl7y93

     

    Look at your W-2 for the Medicare taxes withheld.  Multiply the amount in box 5 by 1.45%, that should be the amount in box 6.

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