Louisiana 2011: ROTH IRA Conversion with ROTH IRA Rollover

You may be affected if ALL of the following are true:

1. You filed your 2011 Louisiana tax return before February 18, 2012 AND
2. You received a Form 1099-R (with a Code “G” in Box 7) for a pension distribution you rolled over to a ROTH IRA AND
3. You received at least one Form 1099-R (with a Code “2” in Box 7) for your ROTH IRA conversion AND
4. You had an amount on federal Form 8606, Line 16 AND
5. You had an amount on your federal Form 1040, Line 16b that is NOT EQUAL to the amount on your Louisiana Schedule E (Adjustments To Income), Line 4, Code 06E

If you are affected, you may have underpaid your Louisiana tax. You may need to amend your Louisiana tax return.

 You can make the corrections yourself.

• To do it yourself, please follow these step-by-step instrutions.
• After you make the changes to your tax return, you will need to mail a copy of your amended state return.
• Your printed return will include instructions on how and where to mail it.
• If you need assistance, call us at the phone number in the email.

 Or let us do the work for you.

1. Please download and print this Authorization Form.
2. Complete the form and fax it to us at the number printed at the top of the form.
3. A TurboTax representative will contact you (within 15 days) when your corrected return is ready to be securely emailed back to you.
4. You can print, sign, and mail the corrected return to the state taxing authority.

If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the Louisiana 2011: ROTH Conversion.