Frustrated-in-I L
Level 9
02-20-2024
03:28 AM
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Do the following steps on Form 8889:
1. Check Self-only on Line 1.
2. Check None on Line 3 smart worksheet Line A. If you get a diagnostic, ignore it. After the next step, it will resolve itself.
3. Enter the full amount of the excess contribution on Line 12 smart worksheet Line B.
You will have no errors relating to Form 8889 once this is done.
As for what needs to be done outside of the program, the excess contribution and the earnings need to be withdrawn by the due date of the return. The excess contribution will already be reported on Schedule 1, Line f if you follow the above steps. Once you know the earnings, you can report them on Schedule 1, Line z.