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Level 2
May 17, 2023
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Excess Social Security W/H Diagnostic

Related products:Lacerte
  • May 17, 2023
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To eliminate error for excess social security withholding there should be an info diagnostic warning that a credit for excess withholding has been generated. This would specifically warn a preparer to go back and check the W2s to make sure the taxpayer/spouse box has been accurately checked. 

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