KEOGH/SEP/SIMPLE Contribution Worksheet Error: Line 6A

JJKNN — Wed, 11 Feb 2026 05:43:16 GMT

Using Desktop Mac Version

I have a K1 (1065). I contributed $30,000 to my 401k plan ($22,500 + $7,500 catch being over age 50). I inputted this amount ($30,000) ) into Box 13, Code R-7 (Payments made to an Individual 401K plan)

When I run the smart check, I get the above error: Taxpayer elective deferrals to an individual 401k plan should not be greater than $27000

Opening the Worksheet:

6a: I try to put 22500, still gives an error and makes 6d more than 30000. Putting 0 or blank also gives an error

6b: Cannot change the value of 30000

6c: Enter catch-up contributions - I try 7500 but changes 6d to more than 30000

6d: Total elective deferrals--value is not correct (should be 30000, but changing 6a or 6c increases that)

I think there is an issue with program importing and adding up the wrong numbers

Re: KEOGH/SEP/SIMPLE Contribution Worksheet Error: Line 6A

dmertz — Tue, 19 Mar 2024 19:41:36 GMT

See the identical circumstances addresses in the following post:

https://ttlc.intuit.com/community/retirement/discussion/keogh-sep-and-simple-contribution-sheet-not-working-correctly/00/3267907

topic KEOGH/SEP/SIMPLE Contribution Worksheet Error: Line 6A in Retirement tax questions

KEOGH/SEP/SIMPLE Contribution Worksheet Error: Line 6A

Re: KEOGH/SEP/SIMPLE Contribution Worksheet Error: Line 6A