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Solved

Catch-Up Contributions to 403(b) in 2024

Forum|Forum|1 year ago
February 28, 2025
1 reply
0 views

I'm 44 years old but I qualify for the Special catch-up contribution through my employer (over 15 years of service and educational organization), but TurboTax is indicating I over contributed. I don't see where to specify that it's a catchup contribution. The regular limit is 23K in 2024 and I contributed total of 24K to my 403(b) account. I also confirmed with my employer that I qualify for this special catch-up contribution. Is there a tax form I have to fill out and upload somewhere?

https://www.irs.gov/retirement-plans/403b-plans-catch-up-contributions

TurboTax Premier Online

Best answer by Opus 17

Turbotax does not recognize this situation. I think you can just ignore the recommendation to remove the amount incorrectly flagged as "excess", and it won't have any effect on your tax return. @dmertz ?

Employee

Turbotax does not recognize this situation. I think you can just ignore the recommendation to remove the amount incorrectly flagged as "excess", and it won't have any effect on your tax return. @dmertz ?

Employee

As Opus 17 indicates, you can ignore this warning from TurboTax.