Determine the income limit amount for full contributions

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Reference no: EM131266164

Program

The IRS allows a taxpayer to contribute to a ROTH IRA, if his/her income is not over a specified limit and his/her filing status allows contributions.

You will write a program that carries out the logic of a simplified worksheet to determine how much may be contributed to a ROTH IRA.

Sample IRS-like instructions for each line of the worksheet: This worksheet may not be used by any taxpayer who is married filing separately, and did not live with their spouse any time during the year.

Line 1 Determine maximum possible ROTH IRA contribution limit.

If under age 50, enter $5,500 on line 1. Otherwise, enter $6,500 on line 1.

Line 2 Enter the modified Adjusted Gross Income for IRA purposes on line 2.

Line 3 Determine the Income Limit amount for full contributions, according the filing status from the list below and enter limit on line 3:

Single or Head of household - $ 112,000

Married filing jointly or Qualifying Widow(er) - $ 178,000

Married filing separately and lived with spouse any time during year - $ 0

Line 4 Determine if a reduction to the contribution limit is necessary.

Is the amount on line 2 less than or equal to the amount on line 3?

Yes. Can contribute up to maximum contribution limit. Skip lines 4 - 8 and enter the amount from line 1 on line 9 (ignore line 9 instructions) No. Contribution limit may be reduced. Subtract line 3 from line 2 and enter the amount on line 4 and continue.

Line 5 Determine division amount to use, depending on filing status, and enter it on line 5:

Single or Head of household - $ 15,000

Married filing jointly or separately, or Qualifying Widow(er) - $ 10,000

Line 6 Determine reduction percentage.

Divide line 4 by line 5 and determine the floating point result rounded to 3 places. Is the result is 1.0 or more?

Yes. Cannot contribute to a ROTH IRA.

Skip lines 6 - 8 and enter 0 on line 9 (ignore line 9 instructions)

No. Contribution limit will be reduced.

Enter the calculated reduction percentage rounded to 3 places on line 6.

Line 7 Determine reduction amount.

Multiply line 6 by line 1 and enter the result on line 7

Line 8 Determine possible contribution limit.

Subtract line 7 from line 1. Round the result up to the nearest $10, and enter result on line 8

Line 9 Enter the larger value: line 8 or $200.

This line 9 amount is your ROTH IRA contribution limit.

• Determine if the taxpayer should continue, or if the program should exit.

o If the taxpayer's filing status is married filing separately

o Ask if the taxpayer lived with his/her spouse at any time during the year.

(User input can be in either upper or lowercase.)

If the answer is no, the taxpayer may not contribute to a ROTH IRA. contribution.§

Display a message saying so (see Sample 2 Output below) and pause.§

Then return from main with exit code of 1, to indicate that the program returned before line 1.§

return 1;§

o If the program did not exit, continue.

• Read and store the taxpayer's age.

• Perform a test to determine and store the amount for line 1.

• Read and store Adjusted Gross Income for IRA purposes for line 2.

• Determine the line 3 income limit that applies for the filing status entered, and store the result.

o HINT: Store the filing status description in words into a string variable at the same time.

• Display the Worksheet title and the first 3 lines (1 - 3) of the worksheet.

• Perform the line 4 test to determine if the program needs to continue.

o If line 2 is less than or equal to line 3

Display the amount from line 1 on line 9, and pause.§

Then return from main with exit code of 4, to indicate that the program exited on line 4.§

return 4;§

o If the program did not exit, continue.

• Perform the necessary calculation for line 4 and store the result.

• Determine the line 5 division amount to use for the filing status entered, and store it.

• Display lines (4 and 5) of the worksheet.

• Perform the necessary calculation for line 6 and store the result.

Perform the line 6 test to determine if the program needs to continue.

If the result is 1.0 or more, taxpayer cannot contribute to a ROTH IRA:

Display a message, and pause (see Sample 4 output)§

Then return from main with exit code of 4, to indicate that the program exited on line 6.§

return 6;§

o If the program did not exit, continue.

ROTH IRA Contribution Limit Worksheet

Filing Status: Married, Filing Jointly

1. Possible contribution limit: 5500.00

2. Adjusted Gross Income 180330.00

3. Income Limit: 178000.00

4. Amount over Limit: 2330.00

5. Division amount: 10000.00

6. Reduction Percentage: 0.233

7. Reduction Amount: 1281.50

8. Reduced contribution limit: 4220.00

9. Maximum ROTH IRA Contribution Limit 4220.00

Reference no: EM131266164

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