I paid $24.99 to e-file my state return, but a Turbo Tax error (documented) prevents me from e-filing . I would like to get my money back and be compensated for Fed.

[thomas-taylor]

Turbo Tax will not permit me to file electronically.  The reason given, noted below, demonstrates that the Turbo Tax software is in error.  

"Gov 457 deferrals - TP $37000 is more than the allowed $18500 for a government 457(b) plan. Please check your entries on your W-2 for government 457(b) plans."

Contrary to this error message, I was allowed to contribute $37000 using 457(b) special “last 3-year catch-up” deferral, 2x the normal $18500 contribution. Last year, the catch-up limit was $36000 and Turbo Tax had no issues.  This amount appears on my W-2 on line 12b, Code G, $37000.

The IRS website clearly says the catch-up provision for 457(b) is still applicable: https://www.irs.gov/retirement-plans/how-much-salary-can-you-defer-if-youre-eligible-for-more-than-o...

So far (and today is April 9th), Turbo Tax has maintained they are not in error and refuse to correct this problem.  I am looking for my money back on the state filing charge and additional consideration for the faulty software.

[DoninGA · Accepted solution]

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[thomas-taylor]

I did as your suggested and will get the state filing costs returned plus $10 compensation (10% of the cost of TurboTax Premier).  They will not be correcting the software problem.

[thomas-taylor]

I did as your suggested and will get the state filing costs returned plus $10 compensation (10% of the cost of TurboTax Premier).  They will not be correcting the software problem.

[SweetieJean]

https://ttlc.intuit.com/questions/4732918-403-b-and-457-b-catch-up-contributions?jump_to=answer_7376...