My spouse's total contribution to retirement was over the max contribution. Can I file with this included and will the tax on the excess be calculated automatically?

posted

Connect with an expert

1 Best answer

Accepted Solutions

Yes, TurboTax will calculate the additional tax and report it on Form 5329 of your return.

1 Reply

Yes, TurboTax will calculate the additional tax and report it on Form 5329 of your return.

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Unlock tailored help options in your account.