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]