Excess Social Security Tax from 2 Employers

[ETax847]

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?

 

[Lion EA]

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.

[jklcpa]

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

[ETax847]

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.

[Lion EA]

Same EIN? Yeah, go back to employer.