THERE IS A BUG IN YOUR SOFTWARE. HOW DO I REPORT IT?

[Mdlotts]

I was 63 years old all of 2025 (born 01 Jan) and eligible for the "Super Catch-Up" retirement contribution:

1. My age is correct in my profile

2. 2025 Turbo-Tax Home and Business (recent update as of 17 Feb 2026)

3. At the end of the Personal Income section, I am notified of a max contribution limit of $31,000

4, Since I was 63 years old for all of 2025, I was allowed the super Catch Up limit of $34,750

5. Turbo Tax is informing me that I exceeded the $31,000 and I must either withdraw the over contributed $3,750 or pay taxes on the $3,750

6. Age 60-63 Standard Contribution is $23,500, (Super) Catch Up Contribution Limit is $11,250, which equals a total of $34,750 allowed

Thank you for your help in getting this issue resolved.

[RogerD1]

For purposes of age determination, the IRS includes January 1 as part of the previous year.  So if you were born on January 1, 1962, the IRS considers you to be 64 years old for 2025, which means you would only be eligible for the $7500 catch-up contribution for 2025 and not the "super catch-up" contribution of $11,250.

For determination of your age, the IRS defers to your Social Security records.  Here is a link to the Social Security website that talks of age determination:  Social Security Age Determination

On the plus side, that means that you will be considered to be 65 when you file your 2026 taxes which means you will get the increased standard deduction, plus the up to $6000 senior deduction (for years 2025 to 2029).

[gschideman]

The  Turbotax Desktop Advantage Premier Tax Year 2025 software has the following bugs:

1.  The federal 2026 Form ES Payment Vouchers have FORM NOT FINAL and DO NOT FILE.

2.  The New Jersey payment address for NJ 2025 NJ-1040V shows PO BOX 643 instead of PO BOX 222.

Gary Schideman  -  Email [email address removed]  or telephone [phone number removed]

[sgouldsb1]

am in retirement income section - won't let me enter 2025 data from same providers as last year - box pops up telling me to enter lenders and interest amounts

[RogerD1]

Are you trying to enter 1099-R information under Retirement Plans and Social Security?  If you are being asked for lenders and interest amounts, those sound like 1098 forms that would get entered under mortgage interest in the Deductions and Credits section of TurboTax.

If you have the desktop version of TurboTax, click on the Personal tab and then Personal Income under that.  If using the online version of TurboTax, you will click on Wages & Income on the left side menu, then find the Retirement category on the main screen.  Under Retirement Plans, you can select IRA, 401(k), Pension Plan Withdrawals (1099-R) - if you had the same providers as last year, blanks of those 1099-R forms should be available to you in this section.

If this information doesn't work for you, please reply back with as much detailed information as you can about the issues you are experiencing - that will help us be able to better help you.

[JohnRic]

Basically complete to file Michigan return. Found that MI-1040CR gets address ZIP code from Michgan info worksheet? shows correct as 49408-9715. Backed off to regenrate MI-1040CR and it cntinues to show 8-9715 in ready to print version, which is nothing to nobody, I.E. bug. No way for us mere mortals to intervene and correct.  Help needed. Help appreciated. 

[RogerD1]

You could go back into the Personal info section of TurboTax and only have your 5 digit zip code entered in instead of the 9 digit code.  If you get a recommendation to switch it to a recommended address by TurboTax, you could decline that.

I did try to replicate what you were seeing in a mock return in TurboTax desktop, but the MI 1040 and the MI 1040CR both displayed the 9 digit zip code.  If you don't want to try the suggestion of reducing the zip code to 5 digits, you could also try deleting your state return and starting over by following these instructions:

If you are using the Online version of TurboTax:

1. Click Your State Returns under State Taxes on the left side menu.
2. Click the trash can icon by the Edit button for the State that needs deletion.
3. Click Delete on the pop-up asking if you want to delete this return.
4. Then you can click Add Another State to get restarted on that return.

If you are using the Desktop version of TurboTax:

1. Click File in the upper left corner then Remove State Return.
2. This will bring up a pop-up asking what state you want to remove.
3. Click on the state in the menu and then click Remove.
4. You can then go back to the State Taxes tab and pick out a state you want to work on.

[millsa]

This is the exact same problem I reported in a post on Saturday, and another person reported it in this forum a couple weeks ago.

Hoping that with you reporting this same issue that someone from TurboTax will acknowledge that this MI-1040CR zip code programming bug exists and will get fixed (in TurboTax online).

https://ttlc.intuit.com/community/state-taxes/discussion/2025-michigan-homestead-property-tax-credit...

https://ttlc.intuit.com/community/state-taxes/discussion/on-2025-michigan-homestead-property-tax-cr[...

@thereseozi

[millsa]

Using TT online, deleting the MI return and starting over does NOT fix this problem.  

[millsa]

@RogerD1 , perhaps could you recreate this scenario using TT online?  Then you could see first-hand using your suggestions.  Or perhaps you'll identify something else that might fix it.

I've already communicated with you (on my separate post), and we haven't gotten to a resolution.

[thereseozi]

We've been trying to get this corrected for the past month. Since TurboTax has failed to correct this issue, and customer service has been of no help, I'm going forward with filing complaints to the BBB, AG, MI Treasury, and FTC.