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dd11
Level 3
Aug 2, 2023 9:24 PM UTC
Question

Statement for excess social security withheld?

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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3 replies

PATAX
PATAX
Level 12
Aug 2, 2023 10:37 PM UTC

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

George4Tacks
George4Tacks
Level 15
Aug 2, 2023 10:55 PM UTC

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

Answers are easy. Questions are hard!
    sjrcpa
    sjrcpa
    Level 15
    Aug 3, 2023 1:15 AM UTC

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

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