403b Special Catch Up Error (known issue)

ssh8566 — Wed, 10 Feb 2021 21:02:30 GMT

My 403b allows a special catch up of $3000 in addition to the standard withholding ($19,500) and the over 50 catch up ($6,500) for a total of $29,000). TurboTax does not recognize this (only recognizes the $19,500 and $6,500) and gives an error message saying I have over-contributed by $3000. How can this be fixed so I can e-file? I see in other threads that this has been an issue for the past two years.

https://ttlc.intuit.com/community/retirement/discussion/easy-what-date-will-tt-software-allow-for-special-age-based-contributions-to-403-b-and-3-year/01/1066610#M83570

https://ttlc.intuit.com/community/retirement/discussion/my-employer-allows-both-an-age-50-and-15-year-catch-up-contribution-to-my-403-b-retirement-plan-how/00/371323

Re: 403b Special Catch Up Error (known issue)

vmk1 — Mon, 08 Mar 2021 01:26:01 GMT

Any ideas on when the 15 year catch up provision will be fixed?

Re: 403b Special Catch Up Error (known issue)

amandawayneingram — Sat, 19 Mar 2022 17:44:02 GMT

Looks like never is the answer to that question. :( Pretty sad.

topic Re: 403b Special Catch Up Error (known issue) in Get your taxes done using TurboTax

403b Special Catch Up Error (known issue)

Re: 403b Special Catch Up Error (known issue)

Re: 403b Special Catch Up Error (known issue)