AnnetteB6
Expert Alumni

Retirement tax questions

The article referenced was intended to give you information that you could use to change the amounts shown on your W-2 to remove the messaging that you see when you go through the return.  It does also offer a solution that you can use to get the refund of the excess.  However, there is not a method within TurboTax to use Form 1040 Schedule 3 line 11 to request the refund as part of your return, either automatically or manually.  

 

@danC4 

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