Dmertz
You are right. Turbo tax only did a Y2022 Form 8606, not 5329. I was able to escalate within TurboTax live support who looked back at Y2202 and let me know that it wasn’t excess, just non-deductible which makes everything much easier. That year I had both W-2 AND 1099 self-employment wages making things messier for me to figure out if I had enough income to cover both a Traditional IRA & a much larger Solo401k contribution. I truly appreciate your response. A big weight has been lifted off my shoulders, Thank you for taking the time to help me.
