IRA - Taxable Distribution With Same Year Contributions calculator

You can use this calculator if the taxpayer receives a taxable IRA distribution and makes a traditional IRA contribution in the same year, and the contribution may not be fully deductible because of income limits. The taxpayer’s modified AGI must be within the IRA phase-out range for this special computation to apply.

To open this calculator, click Calculators in the toolbar, and then click Retirement > IRA - Taxable Distribution with Same Year Contributions in the left panel.

You can export the data as a PDF file or clear all data that you entered. For more information, see Financial calculators.

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