DaveF1006
Expert Alumni

Get your taxes done using TurboTax

 I think we are talking about two different events here.

 

  1. In 2016, I believed you paid taxes in California for an excess contribution in 2016 to your Roth account.
  2. In 2023, you are paying a tax on a early withdrawal distribution in Massachusetts because one these two conditions are not true.
  • 5 years have passed since January 1 of the year in which the first contribution (including rollovers) was made to your Roth account, and
  • You are at least 59½ years old (or disabled or deceased)

More than likely,  you are younger than 59 1/2 and this may have caused this to be a taxable event. Excess contributions and early withdrawal distributions are mutually exclusive meaning these are two different events thus you cannot claim credit for the tax you paid in California in 2016. Please read this article written by the State of Massachusetts for further details.

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