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Deductions & credits
First, let me clarify one thing. Are you saying that you had two W-2s, each with a code W in box 12 (one $125 and one $525)?
Are you using the Online product? The CD/download product does not behave in the way you described. Yes, you are correct that the excess should be $650, and either one of you can withdraw that, or you can split the excess.
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March 12, 2020
10:14 AM