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N
Ned Devine
Level 3
January 21, 2026
Question

ROTH IRA Income Limitation

  • January 21, 2026
  • 2 replies
  • 8 views

Is the Roth IRA income limitations worksheet incorrect in Basic Program? 236,000 for 2025 Returns?

2 replies

ljr
ljr
Level 9
January 21, 2026

I don't use basic but for 2025 

 

MFJ $236,000-$246,000

Single/HOH $150,000-$165,000

MFS 0 - $10,000

 

 

    N
    Ned DevineAuthor
    Level 3
    January 21, 2026

    Basic, unless I am missing something, still has last year's figures in 2025 software $230,000 for MAGI limitation figure.  Maybe still not final....

    qbteachmt
    qbteachmt
    Level 15
    January 21, 2026

    "Basic, unless I am missing something, still has last year's figures in 2025 software "

    Because 2025 is the tax year being prepared, so that's why it "still" has 2025 limitation.

    Don't yell at us; we're volunteers
      N
      Ned DevineAuthor
      Level 3
      January 21, 2026

      OK, my bad, Form 5329 is NOT final. So, I suspect the ROTH IRA income limitation worksheet will be updated when finalized.

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