GM45
Level 2

Get your taxes done using TurboTax

I am really sorry but I am not able to help here. I followed the directions by Dana and others. You can see I can further questions and Dana answered those. I followed her advice and it all seemed to work. Turbotax filled out that 5329 form and also calculated how much extra tax I would have to pay.

 

Note I did not have any Federal withholding like you seemed to have with Vanguard. Fidelity calculated how much my excess contribution earned but they did not withhold any taxes. (I cannot even see how that would work.) Turbotax calculated how much extra tax I had to pay.

 

Hopefully Dana or someone will see your question.