dascpa
Level 11

ProSeries subtracts your data entry as it does not know how many account holders and how many beneficiaries.  Either keep an Excel type of worksheet for any carryovers or input a supporting worksheet to subtract out the carryovers, such as:

Account holder Jane, beneficiary Mary 222 contribution $10,000.  

Less: Carryover to 2023 -$7,500.

So then ProSeries will report the correct $2,500 max deduction per account holder, per beneficiary.

 

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