Hi
@macuser_22, I may very well have been. So let me regurgitate what I've understood so far and please let me know if it makes sense:
- My spouse has an excess contribution due to job changes in 2018
- I have the CD/download version of TurboTax and encountered this error in the "Review" tab
- I have implemented your recommendation - 2019 1099-R code P (since I already have this done)
- this now reflects under my Federal Taxes > Wages & Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) under the 2018 column
- I go to Federal Taxes > Smart Check and see the warning in 12b and ignore and proceed to the Review tab
- the Review tab analysis also provides me this warning on 12b
- I continue on to submit everything (crossing my fingers that nothing errors out!)
Looks okay?
