Excess Social Security

Forum|Forum|3 years ago
April 11, 2023
3 replies
36 views

Client had two jobs that combined wages had him pay in over $5,000 in excess social security. The jobs were with the same S & P 500 company, but different Federal ID #s and separate W2s. IRS deducted from the exact excess SS amount from his refund. No letter yet. Any thoughts?

mfh

ProSeries Basic

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Best answer by dkh

How long since return was efiled and partial refund received?

If you feel a letter should have been received by now call PPS.

Well don't call now, wait until after 18th at least.

R

rcooley25

Level 7

The Government is wrong if the conditions are as you have discribed it.

Sounds to me like you could use a good tax attorney.

N

Ned DevineAuthor

Level 3

i hope it does not come to needing an attorney! I am praying for just a clerical error or something that can be resolved easily. I will definitely post outcome. Thanks for your response!

dkhAnswer

Level 15

How long since return was efiled and partial refund received?

If you feel a letter should have been received by now call PPS.

Well don't call now, wait until after 18th at least.

N

Ned DevineAuthor

Level 3

Return was filed at end of February. I am being impatient and trying to figure out before arrival of letter. Refund was just received today. The difference in refund was discover by client via "Where's my Refund"

thanks for your response!

mfh