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Get your taxes done using TurboTax
Do you have a current year excess (as opposed to the carryover)?
If no current year excess, then answer NO, because as I noted, the carryover is treated as a personal contribution (line 2, 8889).
If you have a current year excess, then answer yes or no, depending on how the excess was created.
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March 28, 2024
9:54 AM