Retirement tax questions
I did a little experimentation before I submitted my taxes this year. Depending on how you answer these two questions, the numbers you provide are put into the worksheet below. The result of that worksheet is used to fill-in Massachusetts Schedule X Line 2 "Taxable IRA/Keogh and Roth IRA conversion distributions".
The worksheet comes from the MA Form 1 Instructions for Schedule X Line 2. I found the additional context provided by the worksheet helpful in understanding how to answer the questions, so in case others think the same way, here is the worksheet:
