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May 17, 2021
Question

I was forced to pay for the deluxe edition because it said I overpaid social security. Now nothing has changed. What do I do?

  • May 17, 2021
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1 reply

May 17, 2021

TurboTax will automatically include the Social Security refund in its calculation before the upgrade. The overpayment refund is not optional. If you did not upgrade you would not be able e-file.

 

You can preview your return to see your refund of excess Social Security withheld.

  1. Click Tax Tools in the left column
  2. Click Tools below that
  3. In the center column, select View Tax Summary
  4. In the left column click Preview my 1040
  5. You will see Federal 1040
  6. Your Social Security refund will be on line 31 and on Schedule 3 line 10
  7. When you are done, click Back in the left column
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