- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
I will go back and try this, but what I did do follows. Actually before I say what I did, it is relevant to state that I inherited both Roth and traditional IRAs. Both we fully liquidated before end of 2019. TT shows me owing tax on the traditional and not on the Roth (correct as I understand it). Mass shows me owing tax on both (incorrect as I understand it).
I went to forms: Massachusetts Form X - I found the line where the total of my 1099-Rs entries were noted. I subtracted the Roth distribution and now the line matched my IRS return. My tax owed in Mass changed. I figure this is sufficient. Not sure if I will get an error message from TT, though.
March 23, 2020
11:05 AM