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Form 5500-EZ MS: What You Should Know

After 2019, the Additional Early Refund will be 100, unless you choose to file an Individual Tax Return. Form 5498-B : Employee Electing to Use a Roth IRA Instead of a Thrift Savings Plan. “Individual who is not a U.S. Holder and has contributed to a Roth IRA has an additional contribution limit of 5,500 (2014).” For the current year, these amounts are: Income Limit: 116,700 Additional Roth Credit: 10% For the individual age 50 or over, the 116,700 limit starts to phase down and is reached at 118,200. For individuals in their 70+ years old this amounts to an additional 3,900. These are the 2023 amounts. Click To Download IRS Form 4106.  For the individual who is not a U.S. Holder, then these amounts were last reported on Form 5498-A, Employer Electing to Use a Thrift Savings Plan, November 14, 2016. These amounts can be found here. Individuals, who do not maintain an IRA outside the U.S., must follow the U.S. Treasury Department instructions. Individuals also may select the Individual IRA option during the early contribution period. The 115,000 contribution limits is not used when the participant is less than 70 ½ years old. It remains unchanged at 117,200. The additional individual Roth credit will be 15,000 IRS Forms 5498-B: Employee Electing to Use a Roth IRA Instead of a Thrift Savings Plan — IRS.gov Instructions There may be situations where a Plan Sponsor is in compliance with the requirements of the IRS e-file requirements and is not required to send an e-file application (the only alternative). If the plan sponsor does not have an e-file application due to non-compliance, the following information is available for the current plan year. If the current plan year is 2017, the total contributions to the plan may not exceed the aggregate contribution limit for 2017. For example, if a plan is funded at 25,000, and no more than a total of 5,300 is allocated to the plan for contributions, the total contributions to the plan may not exceed 24,500.

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