qbteachmt
Level 15
03-25-2021
11:15 AM
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If the return changes and it affects that qualification while you are working, it avoids over-contribution and avoids excess tax. Or, you hardcode how much they want to contribute.
"is there any reason not to maximize?"
When the client can't afford it.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers