GodFather
Level 8

Employer was sold mid year.  Buying company took over payroll and began withholdings from zero.  Ultimately, my client received two W2's from the same company.  W2 #1 had already had maximum SS withholdings.  W2 #2 showed additional SS withholdings.  Company would not reimburse employee due to the "sale".  

Wondering if anyone has used IRS Form 843 to claim a refund?  It looks fairly straightforward and I will add copies of both W2's and show the calculations for the requested refund of the excess SS withheld.

I did read up on the topic:

  Instructions for Form 843 (12/2021) | Internal Revenue Service (irs.gov)

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