Virginia D
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Roth Contribution Not Made - Is 1040X Required?
Virginia D replied to Virginia D's topic in General Chat
Correction - the contribution was NOT reported on form 8606, just as a Roth contribution on IRA/Roth Worksheet in ATX. So I am thinking there is nothing to amend. -
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One of my tax clients said she was making a $6500 contribution to her Roth IRA, and I reported the contribution on Form 8606. She just informed me that she forgot to make the contribution by April 15. Do I have to amend her tax return, or send in a new 8606 with Zero contributions, or do I ignore the oversight, since it won't change her tax liability anyway?