mplemercpa
Level 1

I have a single client under 50 y/o who had AGI of $119,967 and wanted to do the max Roth of $6000. Proseries limited her to $5420 . She is a member of a retirement plan thru her employer. 

As I read it, if your AGI is under $122,000 you can do the max? So why is their a limit of $5420?

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