ljwalters Posted March 2, 2014 Report Share Posted March 2, 2014 Client changed her mind and decided to put money into her IRA. If she puts it into a Roth is there a single page we could send or do I have to do an amendment? Quote Link to comment Share on other sites More sharing options...
jshtax Posted March 2, 2014 Report Share Posted March 2, 2014 if it is a roth who cares just let her do it and move on. i only amend for a pre tax contribution. Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 4, 2014 Report Share Posted March 4, 2014 Client changed her mind and decided to put money into her IRA. If she puts it into a Roth is there a single page we could send or do I have to do an amendment? What does "decided" mean? Does it mean she did put money on the IRA or does it mean she is considering it? If she did it, and now you want to move it a Roth IRA, you will have to file a corrected 1040 or amend. If she has not put any money yet and she puts it on a Roth IRA, there is nothing needed to be done on the return. Quote Link to comment Share on other sites More sharing options...
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