dmertz
Level 15

Get your taxes done using TurboTax

For 2023, the IRS has instituted a requirement that any excess contribution made for a prior year being applied as a contribution for the current year be included on Form 8889 line 2 rather than just being included on line 13 as TurboTax has done in previous years.  However, when the TurboTax developers made this change in the February 8, 2024 release of 2023 TurboTax , they broke the calculation for line 43 of Form 5329.  The developers are aware of this.

 

You can sign up for notification of the fix here:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/turbotax-desk...

View solution in original post