Deductions & credits

Hello @DanaB27 ,

Thank you for your response. I checked IRA Deduction Worksheet.

Item 1 -> Check if covered by a retirement plan at work ->

(a) Your IRA is checked

(b) Spouse's IRA is not checked.

 

Question:

It seems system compares my AGI towards the ceiling of $129K  (11a) and combined AGI for $214K (11b). Is this the correct calculation? Should it not consider only the combined AGI for $214K ceiling?

 

Thanks.