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2011 1040 Ez Form

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2011 1040 Ez Form

2011 1040 ez form 6. 2011 1040 ez form   Catch-Up Contributions Table of Contents The most that can be contributed to your 403(b) account is the lesser of your limit on annual additions or your limit on elective deferrals. 2011 1040 ez form If you will be age 50 or older by the end of the year, you may also be able to make additional catch-up contributions. 2011 1040 ez form These additional contributions cannot be made with after-tax employee contributions. 2011 1040 ez form You are eligible to make catch-up contributions if: You will have reached age 50 by the end of the year, and The maximum amount of elective deferrals that can be made to your 403(b) account have been made for the plan year. 2011 1040 ez form The maximum amount of catch-up contributions is the lesser of: $5,500 for 2013 and unchanged for 2014, or The excess of your compensation for the year, over the elective deferrals that are not catch-up contributions. 2011 1040 ez form Figuring catch-up contributions. 2011 1040 ez form   When figuring allowable catch-up contributions, combine all catch-up contributions made by your employer on your behalf to the following plans. 2011 1040 ez form Qualified retirement plans. 2011 1040 ez form (To determine if your plan is a qualified plan, ask your plan administrator. 2011 1040 ez form ) 403(b) plans. 2011 1040 ez form Simplified employee pension (SEP) plans. 2011 1040 ez form SIMPLE plans. 2011 1040 ez form   The total amount of the catch-up contributions on your behalf to all plans maintained by your employer cannot be more than the annual limit. 2011 1040 ez form For 2013 the limit is $5,500, unchanged for 2014. 2011 1040 ez form    If you are eligible for both the 15-year rule increase in elective deferrals and the age 50 catch-up, allocate amounts first under the 15-year rule and next as an age 50 catch-up. 2011 1040 ez form    Catch-up contributions do not affect your MAC. 2011 1040 ez form Therefore, the maximum amount that you are allowed to have contributed to your 403(b) account is your MAC plus your allowable catch-up contribution. 2011 1040 ez form You can use Worksheet C in chapter 9 to figure your limit on catch-up contributions. 2011 1040 ez form Prev  Up  Next   Home   More Online Publications
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The 2011 1040 Ez Form

2011 1040 ez form 4. 2011 1040 ez form   Retirement Savings Contributions Credit (Saver's Credit) Table of Contents What's New Introduction Full-time student. 2011 1040 ez form Adjusted gross income. 2011 1040 ez form Distributions received by spouse. 2011 1040 ez form Testing period. 2011 1040 ez form What's New Modified AGI limit for retirement savings contributions credit increased. 2011 1040 ez form  For 2013, you may be able to claim the retirement savings contributions credit if your modified AGI is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). 2011 1040 ez form Introduction You may be able to take a tax credit if you make eligible contributions (defined later) to a qualified retirement plan, an eligible deferred compensation plan, or an individual retirement arrangement (IRA). 2011 1040 ez form You may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). 2011 1040 ez form This credit could reduce the federal income tax you pay dollar for dollar. 2011 1040 ez form    Can you claim the credit?   If you make eligible contributions to a qualified retirement plan, an eligible deferred compensation plan, or an IRA, you can claim the credit if all of the following apply. 2011 1040 ez form You were born before January 2, 1996. 2011 1040 ez form You are not a full-time student (explained next). 2011 1040 ez form No one else, such as your parent(s), claims an exemption for you on their tax return. 2011 1040 ez form Your adjusted gross income (defined below) is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). 2011 1040 ez form Full-time student. 2011 1040 ez form   You are a full-time student if, during some part of each of 5 calendar months (not necessarily consecutive) during the calendar year, you are either: A full-time student at a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or A student taking a full-time, on-farm training course given by either a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or a state, county, or local government. 2011 1040 ez form You are a full-time student if you are enrolled for the number of hours or courses the school considers to be full time. 2011 1040 ez form Adjusted gross income. 2011 1040 ez form   This is generally the amount on line 38 of your 2013 Form 1040; line 22 of your 2013 Form 1040A; or line 37 of your 2013 Form 1040NR. 2011 1040 ez form However, you must add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico. 2011 1040 ez form Eligible contributions. 2011 1040 ez form   These include: Contributions to a traditional or Roth IRA, Salary reduction contributions (elective deferrals, including amounts designated as after-tax Roth contributions) to: A 401(k) plan (including a SIMPLE 401(k)), A section 403(b) annuity, An eligible deferred compensation plan of a state or local government (a governmental 457 plan), A SIMPLE IRA plan, or A salary reduction SEP, and Contributions to a section 501(c)(18) plan. 2011 1040 ez form They also include voluntary after-tax employee contributions to a tax-qualified retirement plan or section 403(b) annuity. 2011 1040 ez form For purposes of the credit, an employee contribution will be voluntary as long as it is not required as a condition of employment. 2011 1040 ez form Reducing eligible contributions. 2011 1040 ez form   Reduce your eligible contributions (but not below zero) by the total distributions you received during the testing period (defined later) from any IRA, plan, or annuity included above under Eligible contributions. 2011 1040 ez form Also reduce your eligible contributions by any distribution from a Roth IRA that is not rolled over, even if the distribution is not taxable. 2011 1040 ez form   Do not reduce your eligible contributions by any of the following. 2011 1040 ez form The portion of any distribution which is not includible in income because it is a trustee-to-trustee transfer or a rollover distribution. 2011 1040 ez form Distributions that are taxable as the result of an in-plan rollover to your designated Roth account. 2011 1040 ez form Any distribution that is a return of a contribution to an IRA (including a Roth IRA) made during the year for which you claim the credit if: The distribution is made before the due date (including extensions) of your tax return for that year, You do not take a deduction for the contribution, and The distribution includes any income attributable to the contribution. 2011 1040 ez form Loans from a qualified employer plan treated as a distribution. 2011 1040 ez form Distributions of excess contributions or deferrals (and income attributable to excess contributions and deferrals). 2011 1040 ez form Distributions of dividends paid on stock held by an employee stock ownership plan under section 404(k). 2011 1040 ez form Distributions from an eligible retirement plan that are converted or rolled over to a Roth IRA. 2011 1040 ez form Distributions from a military retirement plan. 2011 1040 ez form Distributions from an inherited IRA by a nonspousal beneficiary. 2011 1040 ez form Distributions received by spouse. 2011 1040 ez form   Any distributions your spouse receives are treated as received by you if you file a joint return with your spouse both for the year of the distribution and for the year for which you claim the credit. 2011 1040 ez form Testing period. 2011 1040 ez form   The testing period consists of the year for which you claim the credit, the period after the end of that year and before the due date (including extensions) for filing your return for that year, and the 2 tax years before that year. 2011 1040 ez form Example. 2011 1040 ez form You and your spouse filed joint returns in 2011 and 2012, and plan to do so in 2013 and 2014. 2011 1040 ez form You received a taxable distribution from a qualified plan in 2011 and a taxable distribution from an eligible deferred compensation plan in 2012. 2011 1040 ez form Your spouse received taxable distributions from a Roth IRA in 2013 and tax-free distributions from a Roth IRA in 2014 before April 15. 2011 1040 ez form You made eligible contributions to an IRA in 2013 and you otherwise qualify for this credit. 2011 1040 ez form You must reduce the amount of your qualifying contributions in 2013 by the total of the distributions you received in 2011, 2012, 2013, and 2014. 2011 1040 ez form Maximum eligible contributions. 2011 1040 ez form   After your contributions are reduced, the maximum annual contribution on which you can base the credit is $2,000 per person. 2011 1040 ez form Effect on other credits. 2011 1040 ez form   The amount of this credit will not change the amount of your refundable tax credits. 2011 1040 ez form A refundable tax credit, such as the earned income credit or the refundable amount of your child tax credit, is an amount that you would receive as a refund even if you did not otherwise owe any taxes. 2011 1040 ez form Maximum credit. 2011 1040 ez form   This is a nonrefundable credit. 2011 1040 ez form The amount of the credit in any year cannot be more than the amount of tax that you would otherwise pay (not counting any refundable credits) in any year. 2011 1040 ez form If your tax liability is reduced to zero because of other nonrefundable credits, such as the credit for child and dependent care expenses, then you will not be entitled to this credit. 2011 1040 ez form How to figure and report the credit. 2011 1040 ez form   The amount of the credit you can get is based on the contributions you make and your credit rate. 2011 1040 ez form Your credit rate can be as low as 10% or as high as 50%. 2011 1040 ez form Your credit rate depends on your income and your filing status. 2011 1040 ez form See Form 8880 to determine your credit rate. 2011 1040 ez form   The maximum contribution taken into account is $2,000 per person. 2011 1040 ez form On a joint return, up to $2,000 is taken into account for each spouse. 2011 1040 ez form   Figure the credit on Form 8880. 2011 1040 ez form Report the credit on line 50 of your Form 1040; line 32 of your Form 1040A; or line 47 of your Form 1040NR and attach Form 8880 to your return. 2011 1040 ez form Prev  Up  Next   Home   More Online Publications