W2 Box 3

[Lynn EA USTCP in Louisiana]

This client lives in NJ. Box 3 social security wages are OVER the soc sec limit of $106,800 by $225.00. The reconciliation for social security wages reflects

gross pay $113,089

less 401(k) n/a

less medical fsa ($1,000)

less other cafe 125 ($2574)

wages over limit ($2,490)

to yield Reported Soc Sec wages/W2 $107,025

I have an email to the client but wonder if ANYONE ELSE has ever seen something similar and could comment.

My turn to be 'brain dead'. Employer erred - employee should ask employer to refund the overwithheld soc sec taxes, all of $13.95.

No further responses required.

Thanks, Lynn

Lynn Jacobs, EA, FNTPI, NP

Kenner, LA

[Catherine]

Or claim the excess contribution on Line 69 of the 1040?

[Lynn EA USTCP in Louisiana]

Or claim the excess contribution on Line 69 of the 1040?

Catherine that's available only if there are more than one employer.

[Pacun]

If you enter all the figures on the W-2 as they appear, you will get a credit on 1040 automatically.