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New Member
posted Jun 4, 2019 3:13:41 PM

Unable to file electronically due to 401K over contribution

0 14 3502
14 Replies
Level 15
Jun 4, 2019 3:13:44 PM

It is a bug that will be fixed next week.

You should NOT change any W-2 information. The IRS gets a copy from the employer and what you report must match. In addition if the W-2 box 1 amount is less the the box 3 amount the difference must be accounted for in box 12 - if not, that could be a "red-flag" audit trigger.

TurboTax has released a FAQ on this issue - scheduled for 4/5/2019

Excess 401(k) Contribution Preventing e-File

https://ttlc.intuit.com/replies/7327357

New Member
Jun 4, 2019 3:13:46 PM

I have the same issue and I live in NY.  It says "New York State requires this income tax return to be filed electronically. New York State law requires income tax returns prepared using software to be e-filed.  Because this New York State return was prepared using software, you MUST file it electronically."  Should I ignore this and mail the New York State return?

New Member
Jun 4, 2019 3:13:47 PM

We are paying turboxtax mainly for e-file. Shall we ask a refund for this kind of bugs that prevent us from e-filing?

New Member
Jun 4, 2019 3:13:48 PM

I have been checking for updates and it says I already have the latest update. The issue is still not fixed. NY law requires me to file my tax return electronically. Am I breaking the law here because of TurboTax?

Level 15
Jun 4, 2019 3:13:50 PM

No.   The NY law specifically says that law does not apply if the software you are using does not support e-file and in this case is does not.

New Member
Jun 4, 2019 3:13:51 PM

Same with me. Problem is still not fixed. Been waiting for update for 2 weeks now!

Level 15
Jun 4, 2019 3:13:53 PM

The only solution is to print and mail file.  There will be no more updates prior to the filing date.

New Member
Jun 4, 2019 3:13:54 PM

Thanks macuser_22. Is this the official response from Intuit?

Level 15
Jun 4, 2019 3:13:55 PM

The official response is the published FAQ above.

Level 15
Jun 4, 2019 3:13:57 PM

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.

New Member
Jun 4, 2019 3:13:58 PM

Just mailed my return today plus this is too close to the deadline, not going to risk it.

New Member
Jun 4, 2019 3:13:59 PM

Thanks macuser_22. I will wait for the update to efile.

New Member
Jun 4, 2019 3:14:01 PM

Thanks I will wait also. At least I can file extension even if it delays.

Level 15
Jun 4, 2019 3:14:02 PM

Then print, sign and mail.