michele
Level 7

Husband has family plan wife has single only plan so they over contributed $4275.00 They want to keep it in there and not withdraw. the program is calculating the 6% penalty but I am not seeing the $4275 as other income.  for the excess. it is generating the 5329 with a 257 penalty. Do I have to manually enter other income the 4275  to get it included?

 

I found the box got it corrected.

thx

Michele

Karl
Level 9
Level 9

Glad you figured it out! Well done!

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