I exceeded the 18,500 max for 401k deferall b/c my company was acquired mid year and they didnt monitor the contributions across the two plans. I procesed a refund for the excess amount and have uploaded form 1099-r that accounts for this. However,

Forum|Forum|7 years ago
June 3, 2019
1 reply
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TurboTax Premier Online

RachelW33

Alumni - Expert

You have taken the right steps to have the excess distributed and include the amount of the excess deferral on your 2018 Tax Return.

At this point, I think you are running into an e-filing issue within TurboTax. An update to fix the issue is expected to be released around 4/5/2019. You can check out this TurboTax FAQ for more information: Excess 401(k) Contribution Preventing E-filing.

Be sure to sign up for updates to be alerted as soon as there is a solution. If you do not want to wait for an update, you have the option to paper file your tax returns as this is only an e-filing issue.

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