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Certified Public Accountants

Ask A CPA - Retirement Savings Credit

1. AGI Limitation - Retirement Savings Contribution Credit

2. Are contributions designated under section 414(h)(2) qualified for the Retirement Savings Contribution Credit?

3. Is there an age or filing status limitation in claiming the Retirement Savings Contribution Credit?

4. What is the AGI Limitation for claiming the Retirement Savings Contribution Credit?

5. What is the definition of a student for purposes of claiming the Retirement Savings Contribution Credit?

6. What retirement plans qualify for the Retirement Savings Contribution Credit?

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