What is the max on both Roth 401(k) and Roth 457? Turbo will not efile since I contributed over the max $24,500, but I have both Roth 401(k) and Roth 457 plans. Thanks.

[spam_def0]

Turbotax is not allowing me to efile because it says that I over contributed to my Roth 401(k). It says the max is $24,500. However, my amount includes $22,800 for Roth 401(k) and $14,500 for Roth 457. Am I not allowed to make a max contribution to more than one plans? I am over 50 and have both plans. Is it not allowed to contribute $24,500 to Roth 401(k) and $24,500 to Roth 457(b)?  Turbo keeps giving me the check your entries message. But the error message says Roth contributions is more than allowed for Roth 401k plan. The issue is that the amount entered include amounts made to both plans. Thank you.

[chapmansmail]

Why doesn’t TurboTax admit the error??

[dmertz]

There is now a containment FAQ on this issue.  The cause in the mishandling of the code EE amount in determining whether or not an excess contribution has been made.  The FAQ is not accurate in its description, though, because it does not mention the non-457(b) qualified retirement plan, does not correctly identify the details of the problem, and incorrectly implies that the problem only occurs when the participant is over age 50 and makes a catch-up contribution:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4701847-incorrect-contribution-limit-for-457-b-catch-up-deferrals"...>

[win36888]

I have the Sam question! After four five hours phone call, turbo tax still think there’s no error! Who can help

[xiaoyansun19]

same situation here, last year i have very similar number on 401k and Roth 457b in TurboTax and i had no problem to file, as there is no tax law change in this year this definitely is a bug. please fix it as soon as possible!

[jblmt44]

Check date of birth under My Info.  The birthday was missing.  Must have been something that went wrong when I uploaded the PDF.

[dmertz]

[Edit 4/4/2019:  This problem appears to be fixed with the R24 release of 2018 TurboTax on 4/4/2019]

The $18,500 plus $6,000 catch-up for a Roth 457(b) contribution (code EE in box 12 of your W-2) is a separate limit from the $18,500 plus $6,000 catch-up for a Roth 401(k) contribution (code AA in box 12 of your W-2).  There is nothing wrong with having contributed up to the maximum of $24,500 to each.

Please confirm that you've selected code AA for the Roth 401(k) contribution and code EE for the Roth 457(b) contribution.  If so, it seems that TurboTax is erroneously identifying an excess contribution and I'll report the problem to the moderators.

[lgri210]

Yes, I selected AA and EE, respectively. Please report the problem. An update to the program is appreciated.

[dmertz]

Reported.

[bl930]

I am experiencing the same issue. Hopefully this can be fixed in TT soon as I’d like to file my taxes before the April deadline.

[vinhhoa1234]

Got the same issue today 03/23/2019 after updated to latest TT. Two weeks ago there was no error on my tax!!! TT needs to fix this!!!

[SWProf]

I am also having the same problem.  Please have TurboTax fix this.  

[bl930]

I just went to their contact us webpage to submit the issue. I think the more calls or inquiries regarding this issue they can escalate a fix for it sooner.

[SWProf]

I did the same.

[chunbo]

I got same problem. Please have it fixed.