In theory yes, however at the final error check before ef... - Page 2

Connect with an expert

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

In theory yes, however at the final error check before efile it just acts like a loop, no way to ignore the error and proceed. Will calling customer support to tonight.

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

It doesn't for me. It asks to run smart check again or [done]. If done, it moves on.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

Yes I am on the final step and it will not let me file. It brings up the same thing over and over.

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

What version of TurboTax are you using - the CD/download version of the online version?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

I have the exact same problem. I got the refund, entered the 1099-R, but TurboTax still will not let me file because it says I over-contributed to my 401K. Totally stuck. I have the CD version of Turbo Tax Deluxe 2018, Application: 2018.r20.043, Build Date: Mar 22, 2019 at 8:23:41 PM

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

What happens if you just click [done] with smart check and move on?

It might repeat the smart check again, but done should then get to the next screen.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

It REFUSES to file. You can skip it all the way to filing, but it will NOT e-file.

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

Do you get to the "transmit" button?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

No. It says "Check this entry... blah blah blah more than allowed for a 401k plan" and then if you click CONTINUE it just starts the error all over again.

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

This seems to be a new problem, probably caused by the latest update.

I have reported several complaints to the Moderators.

You can call customer support when they open tomorrow.

Here is a TurboTax FAQ for contacting customer support.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number">https://ttlc.intuit.com...>

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

Customer service looked over my file, confirmed the proper amount was accounted for in 1099-R that I created (FYI also said to use Code 8 in Box 7, not Code P), therefore OK to reduce 401k contribution listed on W-2 by amount on the 1099-R so that the error is no longer generated.

Said this problem usually does't occur in previous versions, and also that Turbo Tax Premium handles this situation better.

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

Thank you so much!

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

I am having the same problem as reported here. I have the desktop premier version. So their comment that this problem doesn’t happen in the Premier version is total BS!!

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

If Intuit requires folks to paper file, they should also be refunding our fees...

401k over-contribute $681. I follow T_Tax instruct, withdrew xcess funds & listed $681 in1099-R. Still can't e-file because 1040A line 12b > 18,500 generates errors?

@glnow2005 - Did you modify your W2 entries and filed the returns?

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post