Question

Why excess Social Security tax withheld is not reflected on my federal return Schedule 3 using turbo tax premier ?

Forum|Forum|6 years ago
May 11, 2020
2 replies
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TurboTax Premier Online

If the excess withholding was due to a single employer, the excess amount will not be automatically returned to you through your tax return.

See the following TurboTax article for more details when the situation is due to a single employer:

Can I get a refund for excess Social Security tax withheld?

@arustagi

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arustagiAuthor

I have two W2s from two different employers in 2019 resulting into excess social security tax paid but turbo tax online is not reflecting the excess tax paid on Schedule 3 . Is it a turbo tax online bug ?

VolvoGirl

Employee

Make sure each W2 is assigned to the same spouse. The max is for each spouse separately not combined.

For 2019, If you had more than one employer and the total of box 4 (only box 4 not box 6) on all your 2019 W2s for Social Security is more than $8,239.80 you get the excess back on your tax return. And it is for each spouse separately, not combined. Check 1040 schedule 3 line 11 for it. Then schedule 3 goes to 1040 Line 18d. If only one employer took out more than $8,239.80 you have to get the difference back from that employer and get a corrected W2 form.

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arustagiAuthor

Yes, I had two W2s from two different employers (not including spouse) and social security taxes paid on two W2s is more than $8239.80 but turbo tax online is not populating the Schedule 3 line 11(it’s blank). Therefore, I am not seeing it as credit on my return. Sounds like a bug in Turbo tax online for Schedule 3 for populating line 11