LizW
Level 2
My client made a Roth IRA contribution, and it looks like it's an excess contribution.  Her spouse did an in-plan Roth rollover.  If he had done rollover to his Roth IRA, it would have reduced AGI and her Roth contribution would be allowed.  Since he did the in-plan Roth rollover, it is pushing their income above the upper limit.  Is this correct?