JohnW222
Expert Alumni

After you file

These are valid questions and, yes, you need to amend your return to include the rollover and non-deductible contribution, even though there's no additional tax owed.  The IRS needs this to be reported.

When you're inputting your amended return information, you may be prompted to amend your state return, as well.  You should continue into your state return, and if there's no change (and there most likely won't be), you won't need to file the state return.

I can't think of anything else you're missing; you seem to be very conscientious about your taxes.

Please see the TurboTax Help article "How to amend (change or correct) a return you already filed" for instruction on how to amend your previously-filed tax return.

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