GodFather
Level 8
03-21-2023
09:14 AM
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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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