Five days before the deadline I gave the financial institution my Roth contribution for 2011. The lady looked puzzled: "You already gave us a check in December." Apparently, I had made the contribution when I made the Roth conversion.
She asked to see my ID. Yes, I would ask to see it, too, if I were talking to someone who didn't remember making a payment of several thousands of dollars a few months ago. (It turned out that the December payment came from an account that I don't normally use for retirement contributions.)
We decided to reclassify today's contribution to 2012.
I think I will sign up for the durable power of attorney workshop that the church is offering next month.
No comments:
Post a Comment