turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jainc219
New Member

Amend Federal and State return - Backdoor Roth IRA

Hi all, 

 

After I filed my 2024 taxes, I realized I never contributed to my Roth IRA. My key question is related to how to update my state tax returns on turbotax and for which state. 

 

Details of current state: 

 

  • I completed contribution to Roth IRA  via backdoor Roth on April 1 2025 for tax year 2024. Traditional IRA started and ended at $0. This all occurred in 2025. I understand I will receive my 1099-R in 2025 and I will show the conversion for 2024 and 2025 to Roth IRA when I file for Tax year 2025. 

 

  • I was able to amend my Federal Return through TurboTax to generate 8606 and I e-filed an amended return. It was already accepted by the IRS as of today 4/3. I don't believe I have further action on the Federal return. 
  • I was a partial resident in NY and then later moved to NJ in February 2024. As of  December 31st, 2024, I am NJ resident and currently NJ resident. 
    • My Backdoor Roth IRA contribution and conversion all occurred while I am a NJ resident on April 1st 2025 as noted above. 
  • I spoke with a turbo tax expert today on 4/3/25 and they advised I do not need to submit an amended state tax return to show the Traditional IRA contribution, but this did not sound right to me. 
    • As of now, I have not submitted any Amended State returns, but I have submitted an amended Federal return.

Key Questions:

 

  • For my state returns, do I need to submit an amended Tax return for each state (New York and New Jersey) even though I am currently a NJ resident and all contributions were made in 2025 while I am a NJ resident. 
    • I ask this because I was a partial NY resident, but unsure if NY will need to see this as I won't need to file a 2025 NY state return. 
  • If I need to submit a NY or NJ amended state tax return to show the tradition IRA contribution, how do I go about showing this? I do not see this on the state amended forms. 

 

  • Since I already submitted my Amended Federal return, may have I some advise on how I can amend just my state returns? 

 

  • Any other things I need to keep in mind while I go through this process? 

Thank you!!!

 

 

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question