Are these included in MAGI calculation?

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VartAndelay
Posts: 276
Joined: Tue Mar 03, 2015 10:29 pm

Are these included in MAGI calculation?

Post by VartAndelay »

1. Federal tax refund
2. Roth IRA dividends
3. 401(k) dividends

I know these are tax-free or tax-deferred, but are they included in MAGI calculation for Roth IRA limits?
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Duckie
Posts: 9777
Joined: Thu Mar 08, 2007 1:55 pm

Re: Are these included in MAGI calculation?

Post by Duckie »

VartAndelay wrote:1. Federal tax refund
2. Roth IRA dividends
3. 401(k) dividends

I know these are tax-free or tax-deferred, but are they included in MAGI calculation for Roth IRA limits?
No, no, and no. But a state tax refund may be included.
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