AnnetteB6
Expert Alumni

Retirement tax questions

No, you should not uncheck the 'retirement plan' box on the W-2.  Since he worked for an employer and was covered by a retirement plan until the time he retired, he is considered to have been covered by a retirement plan all year. 

 

Contributing to a Traditional IRA will still be allowed, only the deductible portion of the contribution may be limited.  

 

 

@bjoankolb

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