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Retirement tax questions
For your reference, here is a link to the IRS Worksheet used to make the calculation:
Worksheet 2-2. Determining Your Reduced Roth IRA Contribution Limit
This worksheet is duplicated within TurboTax, titled Roth IRA.
You can print this as part of your return using TurboTax Online after your fees have been paid.
Or if you are using TurboTax Desktop, go to Forms at the upper corner of the screen and look for Roth IRA in the list on the left side.
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March 27, 2025
8:33 AM