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March 6, 2025
Question

Does anyone else have experience with a false message from Turbo Tax about Excess Social Security tax withheld?

  • March 6, 2025
  • 1 reply
  • 0 views
When I clicked on "Learn More," TurboTax told me to multiply the amount in Box 3 by 0.062 to get the correct amount to enter in Box 4. I did that calculation, and the result is the same as the amount in Box 4. So there is no excess. Is Turbo Tax losing its mind?

1 reply

March 6, 2025

Are you filing a joint return?

 

If yes, make sure the correct owner of each W-2 is selected. 

To review your entries:

  1. Select Federal, then Wages & Income.
  2. Select Edit/ Add next to Job (W-2),
  3. Select Edit below the W-2 information.
  4. Check the name 
  5. Review each W-2.
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