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Level 2
posted Feb 16, 2021 9:21:33 AM

2020 Solo 401K limits at 2019 levels?

Has anyone found that 2020 Turbo Tax is only allowing $19,000 and $6,000 individual limits to a 401K (2019 limits) when all the documentation says that 2020 should be $19,500 and $6,000 respectively?  How do you get the correct 2020 limits to be accepted in the 2020 version (per pub 560)?

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1 Best answer
Intuit Alumni
Feb 19, 2021 3:56:53 PM

Please see the link below that explains eligibility for the 2020 Solo 401K limits at 2019 levels:

Boost Your Retirement Savings

 

If you have additional questions, please reach out to us.

3 Replies
Intuit Alumni
Feb 19, 2021 3:56:53 PM

Please see the link below that explains eligibility for the 2020 Solo 401K limits at 2019 levels:

Boost Your Retirement Savings

 

If you have additional questions, please reach out to us.

Level 2
Feb 20, 2021 9:26:33 AM

Sorry, this link does not answer the question - The reference explains the limits - which are not in question.  Where the limits discussed in the reference are correct - the issue is that Turbo Tax (Home & Biz) is computing worksheets that are implementing the 2019 limits for the Solo 401K - not the 2020 limits that should be used.

Level 2
Feb 20, 2021 6:59:08 PM

Thanks - the Turbo Tax software update did a correction that makes my question moot.  The current software is now computing the maximum allowable for 2020 with the latest update.