wc61
New Member

After you file

Yes - they paid me too much!  The overpayment matches an estimated tax payment I made to cover a Roth conversion.  Guess I should have mentioned this in the original post.  But I entered this payment into my tax return using TurboTax Instructions for Roth Conversions.  I then had a TurboTax expert review what I had done (because it was tricky).  So don't know what happened!  Yes - I e-filed - so not much room for entry errors.  Thanks so much for the help!