Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.
03-17-2018 05:12 PM
Software says I have excess contributions. My wife has $18,000 and I have $8,000. software says I have $8 in excess retirement contribution. Why? I file married filing jointly so shouldn't this limit be $36k?
03-17-2018 06:02 PM
The H&R Block tax software is saying the $8k in excess contributions is considered a taxable wage as a salary deferral. I only contributed $8k to my employer's retirement plan and my wife contributed $18k to her employer retirement plan. We file jointly. I don't understand why my contribution is taxable. Can anyone help?
04-15-2018 05:34 PM
I got the similar problem when importing PDF W-2s. The software put my name and my wife's on employers. When I corrected names, I did not realize that both are under my income. Checking your wife's W-2 under her income will fix it.