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Retirement tax questions
Hi -
I, too, am confused about the "other contributions previously taxed by Massachusetts." I understand the concept, but a little stunned because of the work involved to find the right figure.
Two questions:
1. Does IRA/Keough include all kinds of IRAs including Roth and SEP?
2. I've live in Mass. since 1991, and contributed to an IRA most years. I'm going to find it very difficult to determine the amount contributed before 2003, when I started using Quicken. Will the investment firms have records of that? (Or could I take the 'cost basis' as the amount in each fund?) Do I have to dig out my tax returns from 1991-2003 to find this info?
Thanks.
March 10, 2022
8:08 AM