afgolick
New Member

Retirement tax questions

I note the following, because I do not want folks to make the mistake of over-paying their taxes in Massachusetts..

 

On Intuit's own site it indicates that Massachusetts does not tax ROTH disbursements.  But when I input from a 1099 for 2019 a ROTH disbursement, the TurboTax software increases my MA tax liability. 

 

I am told by MA IRS, and a very experienced CPA that a ROTH disbursement under normal circumstances is NOT taxed by Massachusetts.  As noted below, Massachusetts follows Federal guidelines.  

 

The Intuit Tax specialist, a CPA, indicated to me that she believed that Massachusetts DOES tax ROTH disbursements, and that therefore the TurboTax software is correct.  

 

I have been wrong on occasion, but since Massachusetts says they do not tax Roth Disbursements under normal circumstances, I am guessing there is a small glitch for for the software.