Are there additional forms or worksheets needed?

mrhallwachs — Sat, 01 Jun 2019 16:48:47 GMT

My employer allows an age 50 and 15 year catch-up contribution to my 403(b) retirement plan. Turbo Tax won't let me e-file with the total 2018 contribution over $24,500. Are there additional forms or worksheets that need to be filed by mail documenting eligibility for the 15 years of service catch-up contribution ?

This appears to be a known issue. Pasting from another t...

fbright — Sat, 01 Jun 2019 16:48:49 GMT

This appears to be a known issue. Pasting from another thread:

TurboTax is calculating an incorrect contribution limit for customer who:

Are over 50 and their plans allow for catch-up contributions and

Have a governmental 457(b) and

Contributed $18,500 to the 457(b) and made additional Designated Roth contributions to the 457(b) or

Contributed more than $18,500 in Designated Roth contributions to the 457(b)

Customers with a nongovernmental 457(b) are not impacted and have a reduced contribution limit of $18500.

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topic Are there additional forms or worksheets needed? in Get your taxes done using TurboTax

Are there additional forms or worksheets needed?

This appears to be a known issue. Pasting from another t...