LizW
Level 2
03-18-2023
06:45 PM
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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?
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