Skip to main content
December 18, 2023
Solved

Amend CA when Federal is being amended for attaching Form 8606

  • December 18, 2023
  • 1 reply
  • 0 views

I am amending Federal return only to file th Form 8606 for reporting Non-Deductible IRA last year.  Do I have to file CA Amended by filing the same Form 540 with no change in tax liability and attach CA Schedule X, explaining the reason to amend is to attach Federal Form 8606?

Best answer by dmertz

With no changes to the rest of the tax return caused by the addition of Form 8606 to simply report a nondeductible traditional IRA contribution, I see no reason to amend a state tax return.

1 reply

Employee
December 18, 2023
No text available
dmertzAnswer
Employee
December 18, 2023

With no changes to the rest of the tax return caused by the addition of Form 8606 to simply report a nondeductible traditional IRA contribution, I see no reason to amend a state tax return.

myu23Author
December 18, 2023

Thank you for your prompt response.