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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Return of Excess Roth IRA Contribution
Return of Excess Roth IRA Contribution
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dech
Level 1
09-20-2021
01:46 PM
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The IRS in Form 8606 instructions states that when you had IRA contribution returned to you, "attach a statement explaining the distribution."
Does Lacerte automatically generate such a statement?
If not, what information is the IRS looking for?
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1 Comment 1
sjrcpa
Level 15
09-20-2021
01:51 PM
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No.
The more I know, the more I don't know.
