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Retirement tax questions
what most MA residents do for reporting Roth Withdrawls is:
After finishing / printing FED return, they go back into the Turbotax and change the code so that state return shows that you have no liability tax wise for the Roth Withdrawl.
For several years no expert from MA IRS has questioned this procedure we have used on TurboTax
March 15, 2023
10:12 AM