JustAnswer > Tax
Ask A Question|Register|Login|Help
JustAnswer

Tax

Ask a Tax Question, Get an Answer ASAP!

Have your own Tax question?

3 Tax Professionals are Online Now
characters left:
Not a Tax Question?

Related Tax Topics:

  • Age
  • ,
  • Gov
  • ,
  • Ira
  • ,
  • Irs
  • ,
  • Tax
  • ,
  • 401k
  • ,
  • Laws
  • ,
  • Plan
  • ,
  • Year
  • ,
  • Gross
Bookmark and Share

Question

I am dissatisfied with the few investment choices I have in my company's 401k plan. So I would like to contribute to a traditional IRA instead of my 401k. Is it possible to open a traditional IRA account and get the tax-deferred advantage if our gross income is less than $89,000? Can my 401k contribution be used to lower the calculation of our gross income? My 401k contribution is currently $8900/year. Since my gross income is $74400 and my wife's is about $24,000 from her pension (or does the pension money matter?) we have a gross of $98,400. Then taking out the 401k contribution, I get $89,500. Can I open a traditional IRA and expect my contributions to be fully tax deductible? Also I'm told that I cannot rollover my 401k to a traditional IRA because I'm less than 59 1/2 (please verify.) Maybe next year?

Submitted: 41 days and 16 hours ago.
Category: Tax
Value: $30
Status: CLOSED
+
Read More

Optional Information



Already Tried:
Los Angeles, CA. My tax preparer seems to be stumped.

Posted by Bill 41 days and 9 hours ago.

Answer

If your filing status is married jointly and your modified adjusted gross income (MAGI) is less than $89,000 then you and your spouse can each make deductible IRA contributions of up to $6,000 if both of you are over age 50.

 

You are correct that any amount you defer to your 401(k) pre-tax will reduce your MAGI. If your MAGI is $89,500 then you will only be able to deduct $5,850 each because you are slightly over the $89,000 limit. If you defer an extra $500 then you can deduct the full $6,000.

 

You are correct that you can only rollover to an IRA if the plan permits in-service withdrawals at your age. Most plans do not permit in-service withdrawals prior to age 59 1/2. Also, the plan does not have to provide in-service withdrawals even at age 59 1/2. When you can take a distribution will be explained in the summary plan description (SPD).

 

http://www.irs.gov/retirement/participant/article/0,,id=202516,00.html

 

41 days and 5 hours ago.

Reply

I think you've just about answered my question completely. I wanted to be clear that you meant that my wife and I can make a total of $6000 in tax deductible contributions to a traditional IRA if our MAGI is less than $89,000, NOT that we can each make a contribution of $6000, totalling $12,000. Does the calculation of the MAGI include all tax deductible contributions, such as to charity? Is there a formula or table than enabled you to get the $5,850 number for a MAGI of $89,500? Also, I assume your answer applies to 2009, and the laws may change for 2010.

Accepted Answer

Each of you can contribute $6,000 (for a total of $12,000) based on your earnings from working (spousal limit). MAGI is before subtracting itemized deductions on Schedule A. Yes, my answer is based on 2009 rules.

 

See page 11 for "Spousal Limit", Worksheet 1-1 for MAGI on page 17 and Worksheet 1-2 for deductible amt on page 19 - http://www.irs.gov/pub/irs-pdf/p590.pdf - As this Pub is for 2008, he MAGI limit would be increased from $85,000 to $89,000 for 2009.

 

Picture
Expert: Bill
Pos. Feedback: 99.6 %
Accepts: 
Answered: 10/12/2009

Enrolled Agent

EA, QPA, CHFC, CEBS, CLU - 29 years experience providing financial advice

+
Read More

Related Tax Questions

  • my 17yo son lived with us all year long.
  • I own a .020001% of a limited partnership (not PTP) that inv...
  • I received a K-1 (1120S) with a loss of $24,000.
  • I work part time and in this pay, my federal withholding was
  • I did not pay caregiver taxes (nanny taxes) in 2008 and I ne...
  • OK.....I applied for a business tax id number and I am using
  • I want to appeal the lien on my home (2001) due to a Corpora...
  • I'm living with someone and we share the expenses. Must I de...



Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.
Question List | Become an Expert | Terms of Service | Security & Privacy | About Us
© 2003-2009 JustAnswer Corp.