Excess social security and tier 1 RRTA tax withheld on the Schedule 3 in ProSeries

ProSeries will automatically calculate the Schedule 3 line 11 if the tax return contains excess social security or tier 1 RRTA tax withheld. There are two common scenarios that trigger this calcualtion:

Scenario 1: Multiple W-2's during the year

If the taxpayer or spouse had more than one employer during the tax year and the total Social Security tax or Railroad Retirement Tax Act (RRTA) tier 1 tax withheld was over the limit for that tax year, the program automatically calculates the amount of excess social security tax or RRTA tier 1 tax withheld.

Scenario 2: Spouses' W-2 isn't marked correctly

This issue can also happen if the spouse W-2 doesn't have the Spouse's W-2 box checked. Review the W-2 worksheets to make sure they're entered correctly and remove any W-2 worksheets that are no longer needed.