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Understanding IRA deductibility rules remain complex
The article explains how IRA deductibility depends on active participation in employer plans under 1986 law changes. It covers examples for John and Mary, a joint vs separate filing scenario, and James as a retired executive. It outlines active participant criteria, W-2 reporting, and cautions consulting a tax advisor due to continuing complexity.
MENTIONED IN THIS ARTICLE
Margaré v. van Hour Bradley & Filey, PC
John
Mary
James
Internal Revenue Service
IRS