457b ROTH contribution is being included in Excess IRA contribution in TurboTax

gkmk — Mon, 09 Feb 2026 20:54:06 GMT

Hello,

For Tax Year 2025

I have excess IRA contributions that I am in the process of reversing. However, Turbo Tax is also including my 457b ROTH contribution to the Excess IRA contribution. I understand that 457b contributions have a separate limit that is separate from the IRA limit through employer of $23500.

How can I get Turbo Tax to reflect the correct amount of Excess Contribution in the form.

In the meantime, I am also working reversing that Excess Contribution (+ Earnings). I will then add the Earnings to my Income for the tax year 2025.

Thanks for all feedback

Re: 457b ROTH contribution is being included in Excess IRA contribution in TurboTax

Opus 17 — Wed, 11 Feb 2026 15:13:36 GMT

457b contributions are made by payroll deduction and are reported on your W-2 and captured by Turbotax automatically. Even if it is a Roth designated account, you do not also report it on the Roth IRA section of Turbotax.

topic 457b ROTH contribution is being included in Excess IRA contribution in TurboTax in Retirement tax questions

457b ROTH contribution is being included in Excess IRA contribution in TurboTax

Re: 457b ROTH contribution is being included in Excess IRA contribution in TurboTax