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sarah1
Level 3
February 6, 2023
Solved

Social Security Max Not calculated

  • February 6, 2023
  • 1 reply
  • 13 views

The social security excess tax collected is not being calculated. Any word on an update to correct the error? I know this has been a common issue in past pro series.

This topic has been closed for replies.
Best answer by sarah1

I entered it in as an adjustment. So that the return is correct just found it weird.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 6, 2023

Its working fine for me.

You have multiple employers with different EIN's for the same person? 

Be sure youve assigned the W2s to the right person. 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    S
    sarah1Author
    Level 3
    February 6, 2023

    Yes, same taxpayer but they over-withheld social security by $788. It's not calculated as a credit.

    dascpa
    dascpa
    Level 11
    February 6, 2023

    Be careful, if the same employer but issued multiple W-2's then that's not a credit on the 1040.  The taxpayer must get the refund from the employer.  The credit is only for more than one employer with different EIN's.

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