dd11
Level 3
‎08-02-2023 04:24 PM

Does lacerte generate a statement or worksheet with calculations for Excess social security and tier 1 RRTA tax withheld on schedule 3?

 

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PATAX
Level 15
‎08-02-2023 05:37 PM

I usually have at least one each year with Pro Series professional and I cannot remember it having a separate worksheet or separate schedule.

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George4Tacks
Level 15
‎08-02-2023 05:55 PM

I don't believe there is, but Worksheets has a Wage Schedule near the beginning that should show you where it came from. 


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sjrcpa
Level 15
‎08-02-2023 08:15 PM

If you're getting an unexpected number, make sure you have accurately coded the W-2s as Taxpayer or Spouse.


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