How much did you pay to your IRA or Keogh?

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This is question 45b on the paper FAFSA.

If you use the IRS Data Retrieval Tool and transfer your information from the IRS into your FAFSA, the answer to this question will be pre-filled and identified as “Transferred from the IRS.”

If the answer to this question is not pre-filled, enter the total amount of your IRA deductions and payments to self-employed SEP, SIMPLE and Keogh and other qualified plans, in 2015.

If you filed (or if married, you and your spouse filed a joint tax return), the IRA/Keogh/SEP/SIMPLE payments can be found on:

IRS Form 1040 – Use Lines: 28 + 32

IRS Form 1040A – Use Line: 17

If you and your spouse filed separate tax returns, use the table below to calculate your total IRA/Keogh/SEP/SIMPLE payments.

If you filed a… …and your spouse filed a… Then enter the following:
1040 1040 Add lines 28 + 32 from both tax returns and enter the total amount
1040 1040A Add lines 28 + 32 from the 1040 and line 17 from the 1040A and enter the total amount
1040A 1040A Add line 17 from both tax returns and enter the total amount
1040A 1040 Add line 17 from the 1040A and the total of lines 28 + 32 from the 1040 and enter the total amount

If you or your spouse will file a federal tax return, but have not yet filed, estimate the amount that will appear in the lines noted in the table above.

Note: The line number references above are from the IRS tax form, not from the W-2 form.

Round to the nearest dollar and do not include commas or decimal points.

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