The taxable portion of my 2022 IRA distribution for federal purposes is $3,287. However, none of this is taxable on my Massachusetts state return because IRA contributions are not deductible on my state returns, and I have not yet recovered my basis (the amount on which I have previously paid Massachusetts taxes.) What I need help with is the confusing Turbotax page I have landed on, headed "Taxable IRA/Keogh Distributions". There are three boxes where I can enter data: (1) "Total IRA/Keogh plan distributions, qualified charitable IRA distributions, and Roth IRA conversion distributions received after excluding non-taxable disaster related adjustments" (the box comes with $3,287 pre-filled), (2) "Other contributions previously taxed by Massachusetts", and (3) "Total distributions received in previous years".
I am confused by these ambiguous descriptions. For (1) my total IRA distributions was $3,287, but what is (2) Other contributions? My distributions previously taxed by Mass was $3,287, but is that what TurboTax is calling "contributions"? And what about box (3), total prior year distributions? Is this total gross distributions, or total amount taxable by Mass? The bottom line is: what do I put in these three boxes so that my $3,287 2022 federal taxable IRA distributions are not taxable by Massachusetts? This page is too confusing/poorly labeled for me to really understand what the tax software is getting at. Thank you!
