The issue is that on IRS Form 5329 line 42 asks states "Enter the excess contributions from line 48 of the prior year Form 5329. IF zero, go to line 47". In 2016 we had excess contributions, so in 2017 the 2016 excess was entered in the 2017 form by TurboTax. In 2018 the 2016 excess was entered in the 2018 form by TurboTax. And in 2019 the 2016 excess was entered in the 2019 form by TurboTax. This is the issue I am trying to resolve.
Because we stated that we would withdraw the 2017 excess by the due date the 2017 excess was not included in the following years.
