DarthDan
Level 1
03-29-2022
05:41 PM
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Getting erroneous excess contributions on lines 47 & 48 of the 5329 of $1,400 on both lines. Total contributions were $7,271 for family coverage but one spouse contributed $5,000 and the other $2,271. We directed the client to w/d the actual excess of $71 before due date. Looks like I need to override excess contributions for this scenario if there is no fix.