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Retirement tax questions
The Online software cannot handle this situation.
The Desktop software can...but you still have to enter the exact overpayment amount (just the excess $$ over $9114) manually, on the Schedule 3 worksheet, line 11, using the Desktop software's Forms Mode.
(IF the two W-2 forms had different employer ID numbers, the $$ would have showed up there automatically.)
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 6, 2023
8:26 AM