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    #1

    Excess Roth?

    I just received the paperwork to file client's 07 return (new client). Have extension to 10/15. It looks like there will be about $1140.00 in earned income. He contributed $4000 to a Roth IRA for 2007. What do I do now?
    Last edited by zeros; 08-29-2008, 04:07 PM.
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    #2
    you research Pub 17 and the IRS retirement publication to see how this is handled. taxea
    Believe nothing you have not personally researched and verified.

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