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D
dd11
Level 3
August 2, 2023
Question

Statement for excess social security withheld?

  • August 2, 2023
  • 3 replies
  • 17 views

Does lacerte generate a statement or worksheet with calculations for Excess social security and tier 1 RRTA tax withheld on schedule 3?

 

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3 replies

PATAX
PATAX
Level 12
August 2, 2023

I usually have at least one each year with Pro Series professional and I cannot remember it having a separate worksheet or separate schedule.

George4Tacks
George4Tacks
Level 15
August 2, 2023

I don't believe there is, but Worksheets has a Wage Schedule near the beginning that should show you where it came from. 

Answers are easy. Questions are hard!
    sjrcpa
    sjrcpa
    Level 15
    August 3, 2023

    If you're getting an unexpected number, make sure you have accurately coded the W-2s as Taxpayer or Spouse.

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