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Get your taxes done using TurboTax
You are experiencing a TurboTax bug that was introduced with the February 8, 2024 update to 2023 TurboTax. When TurboTax developers changed the operation so that the applied excess appears on line 1 of Form 8889 as now required by the IRS, they failed to make a corresponding adjustment to the way line 43 of Form 5329 is calculated.
Perhaps @BillM223 can help report this bug.
‎February 12, 2024
5:23 AM