Retirement tax questions

The only downside of waiting until next year is the inconvenience of amending.

 

Nothing about a Roth contribution goes on a tax return.   IRS matching of 1099-R's are usually 1-2 years after the form is issued.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**