rbynaker
Level 13

The rules are quirky.  The data entry is even more quirky.  I can't tell if you have an actual excess contribution problem or just a software data entry problem so I'll briefly address both.

The "catch up" rules require that the spouse make their own $1K contribution to their own account.  Sounds like you already know that.  If the taxpayer contributed $9K through the employer though, there is an excess contribution that should be fixed by 7/15/20.

For data entry, you'll have two 8889 forms.  In ProSeries they're 8889-T and 8889-S.  Mark each form that TP & SP are covered by a family plan and the months.  Then down below there's a box to "allocate" the total contribution limit between TP and SP.

Rick