How do I apply for a refund of Social Security overpayment?

At Ask Me Help Desk you can ask questions in any topic and have them answered for free by our experts. To ask questions or participate in answering them you must register for a free account. By registering you will be able to:

Get free answers from experts in any of our 300+ topics.
Accept money for answers that you provide.
Communicate privately with other members (PM).
See fewer ads.

Sign Up!

Answer this Question

Ask about Taxes

Ask about another Subject

PDA

mmmorrissey

Apr 14, 2008, 01:29 PM

My husband switched jobs in the middle of the year and overpaid FICA. How do we apply for a refund?

ebaines

Apr 14, 2008, 02:00 PM

You show the excess payment as a credit for taxes already paid, on line 67 of form 1040. If you file form 1040A, include the excess on line 42 and write "SST" and the amount of the credit to the left of the line. See details on page 46 of Pub 505:

http://www.irs.gov/pub/irs-pdf/p505.pdf