Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Miscellaneous Credits Workout

Retirement Savings Contributions Credit

Skills Warm Up: Retirement Savings Contributions Credit

Question 1 of 1

All of these taxpayers contributed to their employers' 401(k) plan. Who qualifies for the retirement savings credit based on adjusted gross income? If needed, refer to the Retirement Savings Contribution Credit Screening Sheet in the Volunteer Resource Guide.

Ed, who is single and has an AGI of $49,000
Sybil, who is married filing jointly and has an AGI of $52,500
Megan, who is head of household and has an AGI of $65,400
Carl, who is a qualifying surviving spouse and has a modified AGI of $59,250


Retirement Savings Contribution Credit Screening Sheet

Retirement Savings Contribution Credit Screening Sheet