Level 2

Question

2019 tax return MFJ couple with AGI $132,907. Entered all info from the W-2's exactly as shown. The program generated a Schedule 3 for "Excess SS tax withheld". Why?

Forum|Forum|4 years ago
September 16, 2021
2 replies
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ProConnect Tax

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Level 15

The most common reason is that you did not assign the W-2s to the proper spouse (one for the taxpayer, one for the spouse).

It is also possible you accidentally selected Code A or Code B for box 12.

Or if one person had more than one W-2, it might be correct.

Level 2

Thank you TaxGuyBill! It was the missing checkmark in the box for Spouse.

Level 15

"with AGI $132,907"

Which has not much to do with SS tax from employment earnings. Did you do the math on earnings subject to SS tax?

Don't yell at us; we're volunteers

Level 2

You are right in catching that I put AGI instead of gross. No, I didn't do the math because I didn't need to. The program did and generated the additional form. I was trying to figure out why it was generating the form. Turns out the problem was the checkbox to indicate it was the spouse's income was not checked. This caused the program to add the two incomes together.