My client makes about 150k+ and wife 50k, which pushes them over 200k; however, the software 2016, 17 & 18, provided them with an overpayment credit for SS.

Forum|Forum|6 years ago
December 16, 2019
6 replies
26 views

My client, prior to marrying in 2016 had no SS overpayment concerns. However, filing married starting in 2016, the software automatically issues an overpayment in SS and add the overpayment to his tax returns. The IRS is pursuing collections of almost 20k for the overpayments. Has anyone had this issue with the software automatically generating an credit / refund for a client? This happened in 2016, 2017 & 2018

ProSeries Professional

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Best answer by poolcleaner

I would check the worksheet where you enter the wife's W-2 to be certain that it is not being entered as if it were the husband's W-2. In Pro Series, you have to go all the way to the bottom of the page of the W-2 worksheet to be certain that his name has not remained there from a previous W-2.

sjrcpa

Level 15

Lesson to learn- mark everything as taxpayer, spouse or joint. It matters in many places.

The more I know the more I don’t know.

M

msmith7305

Level 6

Another lesson to be learned is that once the return looks finished, print it out and verify entries with original documents. If something appears odd, like a SS overpayment you didn't expect, figure out what happened.

itonewbie

Level 15

Totally agree. Always be critical of what the program produces. Ultimately, you need to be able to explain everything on the return to your client or the tax authorities that may send your client a notice.

---------------------------------------------------------------------------------Still an AllStar

P

poolcleanerAnswer

Level 8

I would check the worksheet where you enter the wife's W-2 to be certain that it is not being entered as if it were the husband's W-2. In Pro Series, you have to go all the way to the bottom of the page of the W-2 worksheet to be certain that his name has not remained there from a previous W-2.