Does CA worry abt backdoor IRA conversions or megabackdoor 401k conversions?

taxesohbother · ‎February 12, 2023

Hi there. On federal, I had to report and generate form 8606 for my backdoor IRA conversion—does CA have any special reporting requirements?

MaryK4 · ‎February 12, 2023

No California follows the federal rules on IRA contributions so there is no additional reporting needed for the backdoor IRA.

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MaryK4 · ‎February 12, 2023

No California follows the federal rules on IRA contributions so there is no additional reporting needed for the backdoor IRA.

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