No, I do not have excess contribution, though the 403 (b) contribution amount is over the typical IRS limit of $19,500 plus $6,500 for the catch up, because I contributed more via a 5%employee/ 9% employer match plan. Because the University I work for has a mandatory rule after 5 years of working, those contributions no longer count towards IRS limits. This IRS rule is called the TAMRA rule. I have heard that self-filings like turbo tax are not built to understand these exceptions, and the program is telling me that I overcontributed by $4200. I need to make some sort of adjustment, possibly by manually entering the W-2 information, which I had imported. The question then is where and what do I manually adjust., and can I do this on the on-line TurboTax or do I need to do it off line, where I can access all the forms?
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