Did you make sure to enter your wife's prior net contributions when TurboTax asked (see step 11)? This amount should include the contribution for 2020, 2019, and prior years (including the excess contribution for 2020 and 2019). Therefore the excess of $1,800 should be included in the net contribution amount.
- Click "Federal Taxes" on the top and select "Wages & Income"
- Click "I'll choose what to work on"
- Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
- Answer "Yes" to the question "Did You Have Any of These Types of Income?"
- Click "I'll Type it Myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and "I need to prepare a substitute 1099-R"
- Enter the information and continue through the question
- On the "Your 1099-R Entries" screen click "add another Form 1099-R"
- Enter Form 1099-R with codes 8 and J and continue through the questions
- On the "Your 1099-R Entries" screen click "continue" after entering all Form 1099-Rs
- Answer all the questions and make sure you enter the net contributions prior to 2022 on the "Enter Prior Year Roth IRA Contributions" screen
- Answer the remaining question.
@sridharm
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