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Level 1

How to enter Backdoor IRA in "Other California Taxable Income"?

Let's say I converted $50k of my traditional IRA to a Roth IRA in 2015 (Backdoor Roth.) In Federal, the $50k is treated as taxable income (but no underpayment penalty.) I'm now being asked to enter the portion of the $50k ("IRA Distributions") I earned while was a California resident (I lived in CA all of 2015.)  Do I enter the $50k into "California Amount" (to match the $50k in "Federal Adjusted")?

2 Replies
Level 19

How to enter Backdoor IRA in "Other California Taxable Income"?

That is the way to do it. Did you have in mind some other way ?

Level 19

How to enter Backdoor IRA in "Other California Taxable Income"?

Your conversion would be just a regular conversion, not a 'backdoor' conversion.