AmyC
Expert Alumni

Retirement tax questions

You are correct that if the Roth is not taxed on the federal, it should not be taxed on the state. What code do you have in box 7 on the 1099-R?

MA begins with the federal income so your IRA is being added back? 

 

I am not able to duplicate your situation. I entered a Roth in federal with an exception and it is not on federal or state. Please reply with more information.

@Rob G1 

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