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February 9, 2023
Question

Is the retirement savings contribution credit actually calculating correctly? My AGI is under the $68,000 limit but it says I don't qualify for this credit.

  • February 9, 2023
  • 1 reply
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1 reply

February 9, 2023

What is your filing status?

Use the chart in the link below to calculate your credit:

Retirement Savings Contributions Credit (Saver’s Credit)

Also, You're eligible for the credit if you're:

  1. Age 18 or older,
  2. Not claimed as a dependent on another person’s return, and
  3. Not a student.

Rollover contributions do not qualify for the credit.

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