In calculating the retirement savings contribution, you cannot have taken money out of a retirement account in the past several years. I have a few new clients each year that say no or " don't think so" . Does the IRS check back to 06 to determine eligibility for this credit? Don't want to cheat client by not giving it to them, but don't want IRS asking them for the money back two years from now....
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Originally posted by gman View PostIn calculating the retirement savings contribution, you cannot have taken money out of a retirement account in the past several years. I have a few new clients each year that say no or " don't think so" . Does the IRS check back to 06 to determine eligibility for this credit? Don't want to cheat client by not giving it to them, but don't want IRS asking them for the money back two years from now....
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