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Retirement tax questions
Thank you Thomas.
By answering the 5 year rule question, and inputting the contributions, I can see that this distribution is showing correctly a taxable amount of 0.00 on line 4(b) of the 1040.
However, the taxes owed never impacted my federal amount. It's only increasing the state amount (Massachusetts). Do you know why this is impacting the state amount - and if there is a similar way to show this is not taxable via the 5 year rule and contributions?
‎February 1, 2022
3:20 PM