When will the below be fixed for online users? Error in Review: Elective deferrals is more than the allowed $18500 for 401k plan.

3 replies
23 views

I have worked with customer service twice (for well over 2 hours), but only suggestion is to use the desktop product (not an option for me) instead of the online/browser version.

Turbo tax will not let me file due to the excess contribution (which was refunded in early 2019 and has been properly added back to taxable income as a 1099R for 2018).

Please fix, or provide a refund.

Edit - I understand there is no fee for online filing. However, I purchased TurboTax so I could e-file. Not having this option is unacceptable. Either fix the software, or allow me to be issued a refund.

TurboTax Premier Online

DawnC0

Level 12

Additional interview screens have been added to make the process of correcting excess contributions easier and less confusing.

Unfortunately, customers who had excess 401(k) contributions withheld will need to paper-file, even after taking the corrective steps. We don't charge an e-filing fee in TurboTax Online.

When you pay for TurboTax Online, you're charged a tax preparation service fee. The prep fee is charged whether you e-file or print and mail your return.

mjolley9Author

Level 2

I understand there is no fee for online filing. However, I purchased TurboTax so I could e-file. Not having this option is unacceptable. Either fix the software, or allow me to be issued a refund.