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Get your taxes done using TurboTax
Oh, right, you are Online. Let's go back to what I wrote:
"check to see if you have a form 5329 (either -T or -S) and if you do, check Part VII (lines 42 to 49) and see if there are any numbers here. If there are none, check line 8 on Schedule 2 to make sure it is still zero."
Even in Online mode, you can see your 1040 and Schedules 1, 2, and 3.
On the left hand side (when you are in your return and able to enter things), look to the left and click on Tax Tools, then click on Tools, then in the center, click on View Tax Summary, then look back to the left and click on Preview My 1040. You will be able to scroll through the 1040 and the three schedules here.
Of course, there are other reasons that there might be penalties on the 5329 (which feeds line 8 on Schedule 2), but if line 8 is zero or blank, then we know that no excess contributions are being carried over to next year.
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