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schmitt-freelanc
Returning Member

Do I need to file an amendment to our 2016 return if the only change is to our Roth IRA contributions , or can I just change the amounts on the 2016 TurboTax software?

 
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Do I need to file an amendment to our 2016 return if the only change is to our Roth IRA contributions , or can I just change the amounts on the 2016 TurboTax software?

You may want to as its possible you could qualify for a Retirement Savings Contribution Credit (ROTH IRA contributions qualify for this credit).  You should at least review the requirements for the credit and see if it might apply to you. 

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Do I need to file an amendment to our 2016 return if the only change is to our Roth IRA contributions , or can I just change the amounts on the 2016 TurboTax software?

You may want to as its possible you could qualify for a Retirement Savings Contribution Credit (ROTH IRA contributions qualify for this credit).  You should at least review the requirements for the credit and see if it might apply to you. 

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