Excess 401K contribution, withdrawn, W2 correction? need Taxreturns help

[acota0108]

<a rel="nofollow" target="_blank" href="https://www.irs.gov/retirement-plans/consequences-to-a-participant-who-makes-excess-deferrals-to-a-4...>

[rohit1st]

Sorry, the above IRS link doesn't address the issue that we don't have a corrected W-2 from employer. If we had the corrected W-2, we wouldn't have had this issue in the first place.

[macuser_22]

Just announced:  An update currently planned for April 12th, 2019 will resolve the issue of a looping interview preventing e-file.  You may still see a warning of excess contribution, but e-file will be available.

[mjolley9]

macuser_22 - Can your provide a link to the announcement?

[macuser_22]

 <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4698409-excess-401-k-contribution-preventing-e-file">https://ttlc....>

[pish180]

^^^^  <--- nothing like fixing it 3 days before the deadline!

[macuser_22]

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1900551-can-irs-extensions-be-e-filed">https://ttlc.intuit.com/que...>

[yznyc]

We should be naive to believe that they will fix the problem by April 15.
We should ask for a full refund. I have brought the CD from Costco. When I talked to TT, they say that i need to go to Costco for a refund. Costco is not giving a refund. Did anyone experience such situation and has a solution?

[viveks45]

@yznyc - I totally agree on your comment about believing TT/Intuit that they will fix this issue before the filing deadline. I had the same situation - purchased a CD from Costco. I asked TT for a full refund and the manager who I spoke with (was very rude) sent me a link which said to send the CD with the purchase receipt back to them to claim a refund. Since I didn’t have my receipt, I went to Costco to get one but the Costco manager at my local Costco simply gave me a full refund.

[yznyc]

Thanks viveks45. I will ask for a Costco manager. Unfortunately I bought 4 states. TT states that they will not refund them ($180 for states)

[viveks45]

@yznyc - I only had one state but did get a refund from TT since the money they charge for states is only for e-filing. There’s no reason you shouldn’t get your money back if you actually can’t e-file. Worst case, dispute with your CC company if you paid by CC

[viveks45]

@yznyc - if some low level support person refuses to refund, ask for a manager and keep going up the chain

[mjolley9]

Finally let me E-File this morning. Issue appears to be resolved for Online / Browser TT version.

[rohit1st]

Finally, was able to e-file this morning. Not without drama though. I had already chosen to print my returns once, so TT won't let me change it to e-file.
If you chose to file by mail, but haven't mailed your printed returns yet, you can still e-file.
Here's a work-around (pretend to add a state and it re-opens your return) - <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3399683-how-do-i-change-from-mail-to-e-file-in-turbotax-online">ht...>

[mrm312]

@rohit1st , are you using Online or Desktop? Anyone using Mac desktop able to efile?