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Retirement tax questions
True that Turbotax will not carry the number on Form 8959 to the right place on the 1040 tax payment worksheet. But I have found the the easiest way to do this is in two steps: File electronically with the overwithholding and make sure the refund or payment is completed. Once the return is thus accepted ,file an amended return with the Form 8959. The advantage is the the paper amended return is just three sheets: 1040 X (2 pages) and the 8959. You may not want to do this if the difference is very large - mine wasn't.
‎April 13, 2020
9:42 PM