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Retirement tax questions
Thanks so much for this great answer!
You mention that I should not change my W-2 at all. TurboTax reports as an error that I have a number greater than $18,500 on my W-2 Summary in box 12b (which is calculated correctly from my two W-2s). After following your suggested steps for declaring 2018 Excess 401K Deferrals, I believe it is appropriate to send in my return with a greater number than $18,500 in W-2 Summary 12b or am I missing a step in the above?
Thank you!
You mention that I should not change my W-2 at all. TurboTax reports as an error that I have a number greater than $18,500 on my W-2 Summary in box 12b (which is calculated correctly from my two W-2s). After following your suggested steps for declaring 2018 Excess 401K Deferrals, I believe it is appropriate to send in my return with a greater number than $18,500 in W-2 Summary 12b or am I missing a step in the above?
Thank you!
‎June 3, 2019
1:12 PM