IRA Contribution/Amend?

[zeros]

Client originally had me deduct for a IRA for spouse for $3000. Return was filed. Now he finds out that because they also have a ROTH that the contribution has to be $1600 for taxpayer and $1400 for spouse. Does the return have to be amended?

[JG EA]

Good question since the result hasn't changed. I am going through that right now with no change (for other reasons) and deciding whether to amend.

I was advised on this board to file if it protects the client's interests like Capital Loss carryovers and I did. I would be inclined to do one if you think it may cause them any problem later but since no change do it after tax season.

[Anarchrist]

Line 32 just says "IRA deduction". There isn't a separate entry for filer and one for spouse. Therefore, if the dollar amount hasn't changed, the return hasn't changed. If the return hasn't changed you certainly would not amend it.