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Financial Planning / Tax Strategies


Subject:  Re: Opening ROTH account/logistic Date:  2/22/2012  2:46 PM
Author:  Patzer Number:  115188 of 129631

If it makes no difference, then OK to open a Roth and make a 2011 contribution without any further interaction with the IRS.

You are not required to claim the retirement savings credit, even if you qualify for it. So if it makes a difference, but the difference is so small that it's not worth the bother of amending, you're fine to leave it alone.

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