Rich68
Returning Member

State tax filing

Finally, problem solved. TurboTax does not in fact have the full version of Massachusetts Schedule X, so if you made Qualified Charitable Donations through your IRA distribution, TT will not take that into account for Massachusetts and you will owe more in taxes than you should. TT does properly exclude that on your Federal by specifically asking that question when you enter your 1099-R. For Massachusetts, TT does not. Fortunately, I reached Scott in Idaho and he and I dug into the Forms to locate Massachusetts Schedule X and we discovered that it is not set up properly, because it does not also include the worksheet for Line 2 (see 

https://www.mass.gov/doc/2020-form-1-instructions/download ). Scott showed me how to override to add the necessary information. Thank you Scott! Shame on all the others I dealt with who, as nice as they were, could not help me.