Question

Should I amend CA state return if I am amending federal return to report Form 8606 for non deductible IRA contribution?

Forum|Forum|4 years ago
March 16, 2022
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No, you do not have to file an amended California tax return to report a 8606. There is no form for Ca that the mimics the 8606 to record your non-deductible contributions to Ca. The reason for this is that those contributions are tracked in an 8606 on the federal side thus determines how much of a distribution is taxable. Once the distribution is deemed taxable on the federal side, the same amount is taxable to the state. The State of California fully conforms to federal filing thus has no need for a separate form in Ca to track non-deductible contributions.