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Retirement Savings Credit

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  4. Is there an age or filing status limitation in claiming the Retirement Savings Contribution Credit?

Is there an age or filing status limitation in claiming the Retirement Savings Contribution Credit?

You cannot claim the credit if the person(s) who made the qualified contribution or elective deferral (a) was born after January 1, 1994, (b) is claimed as a dependent on someone else’s 2011 tax return, or (c) was a student.

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