01-17-2025, 07:51 PM
graylocks wrote:
[quote=mattkime]
[quote=Mike Sellers]
[quote=Michael]I did use HR Block once years ago but they wouldn't let me input the extra catch-up contribution to our Roth IRA's even though I knew it was legit starting that year (2002, I think).
Why would you need to include a Roth contribution? They don't affect your taxes.
Its still reported, not sure exactly what the IRS does with the info.
Maybe it's a check that you didn't exceed your yearly contribution limit.
Never listed it on my returns and never got dinged. The IRS already has the info and wouldn't need a tax return to flag an overpayment.