Hi everyone,
Thanks in advance for the help!
I rolled over $145,000 to a ROTH IRA in 2016, and paid the state income taxes at the time in CA of $5.9K. In 2023, I decided to withdraw this contribution in MA for pay for an investment property.
In the turbotax system and brokerage statement it shows $0K withheld from MA for this withdrawal, so MA wants to tax me again in 203 for taxes I've already paid to CA back in 2016.
Two questions: 1) How do I resolve this double tax issue in the desktop version and 2) Are withdrawals of ROTH IRA contributions tax free (since they've already been paid) at the state level?
Thank you!
