tta
Level 3

Retirement tax questions

@dmertz You're correct that my net contributions are $2 less than $8300 but there is no way to make TurboTax do that. If I entered $415 as the excess withdrawn after the end of the year then Form 8889-T would flag an error. Therefore I have to put in a bogus $2 into "Other employer contributions for 2024 not reported above" in Form 8889-T to make TurboTax happy since it insists that the "Excess withdrawn after the end of the year" amount must be less than the "Gross Excess Employer Contributions" amount, when in real life someone (like me) could accidently withdraw more than the "Gross Excess Employer Contributions" and the software could not deal with that!