Amending to add a Roth?

[AZ-Tax]

I am going to amended a 2007 tax return to add a Roth. Obviously this will NOT change the tax return numbers so what forms need to be mailed into the IRS?

[Koss]

Roth IRA

You may not need to amend anything at all.

In some cases, Form 8606 may be required, particularly if there was a Roth conversion or a recharacterization.

But if it's a clean and simple Roth contribution, it doesn't appear anywhere on the tax return. The contribution will be properly reported to the IRS by the financial institution, which will issue a Form 5498 to the taxpayer around the end of May.

There's nothing to amend, because there's nothing to report.

[FEDUKE404]

maybe?

There's nothing to amend, because there's nothing to report.

....unless Form 8880 (Ret Savings contrib credit) might apply!

....or worse, xss contributions!

(Hurry up, April 15th............)


FE