BillM223
Expert Alumni

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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