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Do I need to amend CA return for a code G 1099-R with no tax implications?

I forgot to attach 1099-R form with my returns (it was a code G traditional to traditional rollover), so no tax implications. I was able to amend my federal tax returns online but for my California returns turbo tax says I will need to print my amended returns and mail it in. I wanted to know if this is a mandatory step (or can I skip amending my CA taxes) as there are no tax consequences of this change.
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2 Replies
DavidD66
Expert Alumni

Do I need to amend CA return for a code G 1099-R with no tax implications?

I would wait and see if the California Franchise Tax Board contacts you about it.  If they do, you can just reply that you amended to add a 1099-R for a direct rollover with no impact on income.  If you amend, it will have no changes - just an explanation of why you are filing an amended return.

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Do I need to amend CA return for a code G 1099-R with no tax implications?

Thanks for your response, wouldn't I expose myself to potential penalty in case California franchise tax board reaches out?

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