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Retirement tax questions
You are correct in your suspicion afgolick. MA does not tax any Roth distribution provided you are at least 59.5 years old and the account is at least 5 years old. Turbotax has a bug. Seems like the best solution is to override the distribution amount on schedule X of the state return and reduce it by the amount of the Roth distribution (provided the age requirements are met). see https://www.mass.gov/service-details/view-non-government-pensions#:~:text=Roth%20Individual%20Retire....
March 25, 2021
10:17 AM