I am trying to file my 2019 taxes and and my employer allows both the age 50 ($6,000) and 15 year catch-up ($3,000) contributions, therefore raising the limit from $25,000 to $28,000. TurboTax is flagging the amount of my contribution (from my W-2) over $25,000 as an excess contribution, which it is not. I qualify for both catch-ups. I just spent nearly 2 hours on the phone with two separate representatives trying to explain the issue and determine a solution. Unfortunately, the issue was not resolved.
Can anyone suggest a way to escalate this issue so TT fixes the problem? Here is what seems to me to be a simple solution: If the box 12 E amount is over $25,000 (regular and age 50 catch up), add a pop up question asking the filer if their plan allows and they qualify for the 15 year service catch up ($3,000). If YES, then add the $3,000 to the limit so the amounts over $25,000 are not considered excess payments.
Any information on how to get this issue resolved would be much appreciated. 🙂
