Retirement tax questions

Another thing you might need to check, is what exactly is in box 5 of the W-2 worksheet in your actual tax file.  It could be that your box 1 value is (erroneously) also entered in box 5 of the software form, when they are  different on your actual W-2  

 

This usually doesn't happen for imported W-2 forms, but people can make errors transferring the information in manually entered w-2 forms, or picture-transferred errors can happen if the person did not double check the info transferred from the picture.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*