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Get your taxes done using TurboTax
Your token number is: [phone number removed]-50058039 @DanaB27
The warning is not coming up about excess funds but the Roth IRA sheet is still incorrect, only deducting 3 1099-R.
There are 2 1099-Rs not registering one was InPlan conversion for 401K (coded G) and the other was from brokerage (coded 7) you can see the calculation of excess contributions on this form
First part of token is not a phone number and does not include a dash but it keeps removing it
11189-10810
‎February 9, 2025
6:53 PM