dmertz
Level 15

Retirement tax questions

Since no Form 5329 was filed with your originally filed tax return, no Form 5329 is needed with your amendment.

 

I'm not as familiar with California taxes, but I don't think that you need to amend anything with regard to your California tax return.  Your federal AGI does not change as a result of the recharacterization, so I don't think that your California tax return would change.  When you do the amendment in TurboTax, check to see that the resulting California tax return is unchanged from your filed tax return.