Skip to main content
Level 1
April 16, 2026
Question

turbo tax is not separating my wifes and my retirement resulting in an error

  • April 16, 2026
  • 1 reply
  • 46 views
we gave two W-2 entered (my wife and I) we both qualify for max retirement savings (31,000) but turbo tax thinks I am overpaying by 31,000. it cannot separate the two W-2 s at the end of the process

1 reply

Level 15
April 16, 2026

On TurboTax's W-2 form, make sure that you have marked the correct box to indicate the recipient of the W-2.  (TurboTax assigns the W-2 to Taxpayer or Spouse depending on the marking of the box, not the name on the form.)