DanaB27
Expert Alumni

Retirement tax questions

No, you do not need to amend the 2023 CA tax return.

 

2023 Instructions for Form FTB 3805P state: "California does not have taxes similar to the tax on excess contributions to traditional IRAs, Roth IRAs, Coverdell ESAs, ABLE accounts, Archer MSAs, or tax on excess accumulation in qualified retirement plans."

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