The 5 Most Commonly Used Modified Adjusted Gross Income (MAGI)

MAGI

Modified adjusted gross income (MAGI) is your adjusted gross income plus certain items you exclude when you calculate your adjusted gross income. Adjusted gross income is your total income less certain adjustments you report on page 1 of Form 1040. MAGI is used to determine whether you are eligible to take certain tax deductions, credits or IRA contributions and is calculated differently for different tax purpose. Here are the 5 most commonly used MAGI.

MAGI for the American Opportunity Credit and Lifetime Learning Credit




MAGI for the Student Loan Interest Deduction




MAGI for the Tuition and Fees Deduction




MAGI for Traditional IRA




MAGI for Roth IRA



For more information, please see IRS Publication 970 and 590-A.

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