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Level 1
posted Dec 17, 2023 7:32:17 PM

Amend CA when Federal is being amended for attaching Form 8606

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?

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1 Best answer
Level 15
Dec 18, 2023 7:35:20 AM

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.

3 Replies
Level 15
Dec 18, 2023 6:50:28 AM

Level 15
Dec 18, 2023 7:35:20 AM

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.

Level 1
Dec 18, 2023 8:54:37 AM

Thank you for your prompt response.