dmertz
Level 15

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I can see how the developers overlooked the need to change how line 43 of Form 5329 is calculated.  As previously implemented, the calculation involved subtracting from the contribution limit the amount reported on line 2 of Form 8889.  Now that line 2 of Form 8889 includes the amount of the excess, the calculation for line 43 needs to subtract from the contribution limit just the amount of the new contribution, not the amount on line 2 of Form 8889.

 

So this means that you still can't e-file until Form 5329 is fixed unless you want to file an incorrect Form 5329 and amend later to obtain a refund.  The only alternative right now would be to override line 43 of Form 5329.