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    SEP IRA contribution

    Taxpayer has W-2 income of 75K. He has pension plan at work. He also has self-employment income of $30K. Together with his wife's income, their AGI is $125K.

    My tax program says he can make about $3,600 to his SEP-IRA because of his self-employment income and it is fully deductible. Is it correct? I am thinking he is an active participant because of his pension plan at work so he is subject to the phase out rule and his AGI would prevent any deductible SEP-IRA contribution.

    I feel like my brain cannot function now...

    #2
    Hang in there. only 5 weeks to go.

    The tax software got it right.
    ChEAr$,
    Harlan Lunsford, EA n LA

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