JB Story 1
Level 2
Friday
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Thanks so much for responding.
In this case, the taxpayer has 2 jobs and had the maximum taken from Job #1 and $5806 more taken from Job #2 which is in Box 12-D. So, it was not taxed and shows up in software demands that it be entered in excess deferrals. However, it was moved to a Roth just a day ago.