Hi John,
Thank you so much for your answer. I know I'm overthinking it, but I must say TurboTax is not super clear on the amendment process between federal and state - I have gone ahead and amended the federal return (so I'll be mailing: form 1040x, the updated form 1040 with the trustee-to-trustee rollover, both forms 1099-R as well as form 8606 for the nondeductible IRA contribution). I can't seem to find anything online answering whether these two changes need to be on the state return as well (i.e. if I should file an amended state return on top of the federal) or if federal alone is enough.
Sometimes TurboTax has me amend the state return, sometimes it doesn't. And when it does, I usually end up on a screen when it asks me to select a reason for amending ("IT-201-X Pg 1-2 -- IT-201-X Pg 5-6: Reason(s) for amending your return must be selected. Check all applicable boxes.") and none of the available reasons really makes sense to me (Federal audit change, Worthless stock/security, Claim of right, Wages, Military, Court ruling, Workers' compensation, Treaties/visa, Tax shelter transaction, Credit claim, Protective Claim, Net, Operating Loss box, Report SSN box, Other).
Considering that the above are the only two things (added direct rollover and forms 1099-R + form 8606 for nondeductible contribution) I have amended on my federal return, would you say I need to amend my state return as well?
Thank you so much!!
