SOCAL Al
Level 2
06-18-2020
03:40 PM
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Was just informed by client that they have been contributing to a ROTH for years. On this years diagnostic I checked for MAX on both IRA's and SEP for all clients. It stated there contributions were disallowed. Income too high. Two issues Lacerte should let that info print in the client letter. Second anyway to adjust clients amounts for over contributing?
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