pcpart1
Level 1
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Taxpayer has 2 separate employers and exceeds the maximum social security tax for the year, the excess is not showing on Line 72, Schedule 5 for Proseries Basic. I entered the correct amount for line 72 and then went looking for help and found that this should be automatic, is this a known issue?
Best Answer Click here
Labels
rbynaker
Level 14
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I don't have Basic but I'm unable to duplicate the problem in ProSeries Professional.
Are you sure you don't have the spouse box marked on one of the W-2s?
Rick
rbynaker
Level 14
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@TaxGuyBill have you noticed a bug in PS Basic for excess SS?
TaxGuyBill
Level 15
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I don't have clients in that income range.
At any rate, my test file is flowing a number to Line 72, so it appears to be working for me. I suspect that you have the right answer, the "spouse" box is checked (or not checked, whichever the case may be).

At any rate, my test file is flowing a number to Line 72, so it appears to be working for me. I suspect that you have the right answer, the "spouse" box is checked (or not checked, whichever the case may be).
rbynaker
Level 14
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thanks, mine too. Likely PEBCAK.
pcpart1
Level 1
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I have double checked and made sure that I haven't checked spouse first thing I checked should have mentioned that before. These 2 W2s were carried forward from last year so I only had to input 8 numbers and check state ID number. So no additional check indicators. I checked again today and still no go I will contact support. Thanks for all who responded.
rbynaker
Level 14
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Try deleting the W-2s and readding them (or add them and then delete the old ones). Sometimes the carryovers have bad data that you can't see. Did you transfer early in the season?
Ernie
Level 9
12-06-2019
11:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We have no information on this request. Please contact support.