In 2022 we contributed to our two Roth IRA's with Vanguard, were notified and removed the excess prior to 2022 tax filing. The amounts returned were less than amount invested due to loss. We did not receive a 1099R until this year 2023, reading codes P,J. So we invested xx and received Dividends of YY which are tagged NONtaxable. All good for federal filing, Turbotax accepted and filed it.
On the MA state filing, I could find no good way to indicate the 2023 Dividends were refund of already taxed monies and NONtaxable. We fudged it. Turbotax accepted and filed our MA State filing... which got rejected. WHY?
We received error messages regarding an irrelevant issue with Rental Income... we have no rentals or rental income, nor could I find any TT form with data indicating such. TT said to wait for software updates.... twice... for a month now.
I went ahead and refiled State and it was again promptly rejected... with NO EXPLANATION from TT.
Form 1, Statement EXCL line 4 shows our refunded excess contributions. This flows to Schedule B, line 6a which reads see this Form 1 for explanation.
Does this sound correct? How do I find out WHY the state filing is being rejected?
Thank you.
