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  • Hoosier
    started a topic Roth Contributions - Income too high
    in Main Forum / Tax Discussion

    Roth Contributions - Income too high

    Client has been making Roth IRA contributions throughout 2012. MFJ AGI levels will exceed $200,000. What are the ramifications of making these contributions when income is too high? What steps might be taken now to improve the situation?
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  • Tax Sleuth
    started a topic Options to dispute IRS penalties
    in Main Forum / Tax Discussion

    Options to dispute IRS penalties

    I had asked the following question in a previous message. I'm trying to decide whether it might be worthwhile to bring my client's case to the Appeals Division of the IRS for further review, and I know this can be accomplished even if an Equivalent Hearing (EH) is not feasible. The time to request a CDP Hearing, the 30 day window, has already passed....
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