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Retirement tax questions
If you contributed to your retirement plan through your employer with payroll deductions, these are 'pre-tax' contributions, so are taxable when you take them out (this is the case with most people).
If this applies to you, leave those boxes asking about 1) Other Contributions previously taxed by MA 2) Total Distributions received in previous years blank.
If you contributed funds on your own, those 'after tax' contributions are not taxed in Massachusetts when you take them out.
If this applies to you, you would need to know the amount of these 'after tax' contributions so that MA knows when to start taxing your withdrawals.
This will be noted as the difference between Box 1 (Gross Distribution) and Box 2a (Taxable Amount) on your 1099-R.
@jasisman02360
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