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posted Feb 13, 2023 11:53:21 AM

SEP IRA and Traditional IRA Max Limits

My wife has her own realtor business (sole proprietor).  Our filing status is married filing jointly... My wife doesn't have any 401k plans, but I do through my employer.  Everything I've read so far shows that my wife can contribute to both a SEP-IRA and Traditional IRA, is that right?

 

TurboTax is calculating the max SEP-IRA limit she can contribute as the total profit of the business (minus 50% of business taxes).  So basically 100% of the net profits...  Everything I'm reading though on IRS websites leads me to believe it should be 25% of this net profit number, not 100%.  Is this correct, should this be 25% of the net profits?

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1 Best answer
Expert Alumni
Feb 13, 2023 12:54:36 PM

Yes, your wife can contribute to a SEP-IRA and a traditional IRA.  According to the  IRS:  "For a self-employed individual, contributions are limited to 25% of your net earnings from self-employment (not including contributions for yourself), up to $61,000 for 2022 ($58,000 for 2021; $57,000 for 2020). You can calculate your plan contributions using the tables and worksheets in Publication 560."

 

It sounds like your your wife/TurboTax is calculating a Solo-401(k) contribution, and not a SEP.  

1 Replies
Expert Alumni
Feb 13, 2023 12:54:36 PM

Yes, your wife can contribute to a SEP-IRA and a traditional IRA.  According to the  IRS:  "For a self-employed individual, contributions are limited to 25% of your net earnings from self-employment (not including contributions for yourself), up to $61,000 for 2022 ($58,000 for 2021; $57,000 for 2020). You can calculate your plan contributions using the tables and worksheets in Publication 560."

 

It sounds like your your wife/TurboTax is calculating a Solo-401(k) contribution, and not a SEP.