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Level 1
posted Jan 10, 2025 11:17:07 AM

TurboTax says my wife's IRA contribution is too high, seems wrong

I am retired, having no earned income in 2024, and my wife earned $3600.00 from a self-employed consulting job. I have contributed all of that income to her regular IRA, but TurboTax is saying that a $3600 IRA contribution is too high, that only $3346 is allowed as a contribution based on her earned income, and that we will have an excess contribution and a penalty if we don't withdraw the excess of $254.  Why would that be? I thought $7000 was allowed (we are both over 60).

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1 Best answer
Level 15
Jan 10, 2025 11:18:05 AM

That's right.   If you have self-employment income you can only contribute up to your net profit reduced by the deduction allowed for the ER portion of your self-employment taxes. The 1/2 SE Tax amount will be on Schedule 1 line 15 which goes to 1040 line 10.


See IRS publication 590A page 6 about self employment income (it applies to both Traditional and ROTH IRAs)
https://www.irs.gov/pub/irs-pdf/p590a.pdf

4 Replies
Level 15
Jan 10, 2025 11:18:05 AM

That's right.   If you have self-employment income you can only contribute up to your net profit reduced by the deduction allowed for the ER portion of your self-employment taxes. The 1/2 SE Tax amount will be on Schedule 1 line 15 which goes to 1040 line 10.


See IRS publication 590A page 6 about self employment income (it applies to both Traditional and ROTH IRAs)
https://www.irs.gov/pub/irs-pdf/p590a.pdf

Level 1
Jan 10, 2025 11:37:00 AM

Thank you!

Level 15
Jan 10, 2025 11:44:54 AM

Your maximum contributions are $7000 per person ($8000 if over age 50), or your compensation from working, whichever is less.  

 

Because of the different way social security and medicare tax is calculated for self-employer people vs. employees, your wife's compensation is her net profit (income minus expenses), minus an adjustment for self-employment tax.  

Level 15
Jan 10, 2025 1:54:38 PM

VolvoGirl is correct.  $254 is the deductible portion of SE tax that cannot be used to support an IRA contribution.  That leaves only $3,346 available to support IRA contributions.