I am still having issues with the 403(b) catch-up for 15 years service. Last year was the first year I claimed any catch-up for my 403(b), and unfortunately my employer only included the over-50 deferral amount and failed to include the the deferral for the 15 yr catch-up. Nevertheless, because the 15-yr must be taken first if available, $3,000 of the lifetime limit of $15,000 was used up. But there is no question that I qualify this year for both. I am getting the message reported by others that only $25,000 could be deferred for this account.
I am providing a ticket number so that TT can take a look at my diagnostic: 627307. Any help will be appreciated.
