DanaB27
Expert Alumni

Get your taxes done using TurboTax

Thank you, I reviewed your token.

 

To verify, when you sent me the 2021 tax file you showed $2,210 on line 24 of Form 5329 and your spouse showed $2,050. These excess contribution amounts should show up on line 18 of your 2022 Form 5329. Please verify your entries on the "Enter Excess Contributions" screen during the IRA contribution interview. Currently, you show $2,080 for you and $1,950 for your spouse on line 18 of your 2022 Form 5329.

 

@sridharm 

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