qbteachmt
Level 15
05-11-2021
03:44 PM
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"I guess I am correct because I did base it on the MAGI"
Well, there's a reason we use computer programs to do this type of work.
"and I have entered this into the IRA worksheet, and there are no errors reported"
There you go, then.
And "but the clients financial advisor is insisting that because of the household income it cannot be done." means they are not using a good computation program, then.
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.