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Retirement tax questions
If your wife had a Simple IRA plan for 3 months in 2023, she's still considered as Covered by a retirement plan at work for tax year 2023.
If you are filing jointly, her IRA contribution is NOT deductible if your joint Modified AGI is more than $136,000.
See this IRS document.
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‎February 13, 2024
9:06 AM