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June 6, 2019
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Would a martial status change cause me not to qualify for Retirement savings contribution credit?

  • June 6, 2019
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Best answer by DanaB27

Yes, a marital status change could cause you not to qualify for the Retirement savings contribution credit. The credit is based on your Adjusted Gross Income (AGI) and the limits change depending on your filing status. Please see IRS Retirement-savings-contributions-savers-credit for information on the AGI limits.

 


 

1 reply

DanaB27Answer
June 6, 2019

Yes, a marital status change could cause you not to qualify for the Retirement savings contribution credit. The credit is based on your Adjusted Gross Income (AGI) and the limits change depending on your filing status. Please see IRS Retirement-savings-contributions-savers-credit for information on the AGI limits.

 


 

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