Deductions & credits

Now that I figured out where to find that information...

 

Apparently yes we did overfund by $3125 in 2019 and paid $84 in 6% tax on that amount. 

 

When clicking yes it autofills the $3125, and then next screen tells us we have an excess contribution of $4,187.

 

You say it considers us family.

 

Right now we have checked that Tara has family and Michael has self insurance. should we check the box that both have family plans?