I've answered my own question. Here's what I found.CA uses Form 3805P as the equivalent of the federal Form 5329. (It took some effort to establish this, so I add it to this answer.)CA does not tax Social Security benefits nor does it tax income from US government debt. We had both kinds of income. They reduced our federal AGI enough so that the CA "equivalent AGI" minus the Roth conversion was <$100,000 and the conversion generated no CA penalty tax.It would be useful (especially as boomers pass age 65) if this MAGI for Roth conversion was calculated and posted on one of the "Open a Form" "Show My Return" forms in TurboTax.baumgrenze
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