ETax847 Posted February 21, 2022 Report Share Posted February 21, 2022 Client had too much social security tax from having multiple employers. However, ATX is saying "you must ask your employer to refund the excess or file Form 843 to claim the refund. You cannot claim it on your return." The amount is only $3,500, but is ATX in correct in saying that the excess cannot be claimed on Sch 3, Line 11? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 21, 2022 Report Share Posted February 21, 2022 If your client had only one employer who withheld SS, then he must go to his employer. If he had more than one employer that withheld SS, the excess is claimed on his return, as you say. 2 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted February 21, 2022 Report Share Posted February 21, 2022 What Lion said, unless one of the employers withheld too much SS or Tier 1 RRTA, or it is excess Tier 2 RRTA. Even if there are multiple employers, if one withheld too much then the employee must go back to the employer. If there's too much Tier 2 RRTA, then form 843 is required. https://www.irs.gov/taxtopics/tc608 2 Quote Link to comment Share on other sites More sharing options...
ETax847 Posted February 21, 2022 Author Report Share Posted February 21, 2022 Thanks guys. I appreciate the prompt responses. Client switched jobs for a different subsidiary under the same parent company. I have notified the client to contact her employer and ask for a corrected W2 and refund. I hope the company cooperates. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 21, 2022 Report Share Posted February 21, 2022 Same EIN? Yeah, go back to employer. 1 Quote Link to comment Share on other sites More sharing options...
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