maughact
Level 4

I agree, I'm just curious why Lacerte has 3 different worksheets trying to prove the deduction,  the regular IRA deduction worksheet, the social security worksheet for the amount to include in MAGI and then form 8606, worksheet to figure taxable part of the distribution to include in MAGI for IRA deduction worksheet (Pub 590).

 

There is also a SEP deduction of around $4,000 and Lacerte worksheet indicates participant in employer plan.

 

 

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