My wife inherited a Roth IRA from her Aunt which was established in 2002. The 1099-R had a code of T-Exceptions Apply with taxable amount not determined (we had transferred the roth to new custodian). On the Fed return, Turbo-tax asked with the original IRA was opened and then correctly determined it was not taxable.
My issue is the State return is showing it as taxable when it Massachusetts basically follows the same rules - any suggestions?
