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Retirement tax questions
A) I think Turbo Tax must have fixed anything that was wrong from the time I raised this issue last year or the year before. At least this year, I had no problem with MA not taxing a couple of ROTHs. The red "tax owed" number did not go up when I entered my withdrawals from the ROTHs.
B) Trivial, but I will note in case someone has the same problem. A TurboTax tax person told me that Massachusetts did tax withdrawals from ROTHs. She later emailed me to correct her comment.
May 17, 2021
1:04 PM