Hello,
Appreciate all the helpful information in this thread! My husband and I are taking IRA distributions for the first time this tax year (2022). Some are from my traditional IRA, some from his traditional IRA, and some from his SEP IRA. I understand our IRA contributions/distributions should be treated separately for the purpose of calculating figures for Schedule X, line 2 worksheet. I'm not certain whether to combine my husband's Traditional and SEP-IRA contributions/distributions, or calculate them separately to reach the taxable amount. The Traditional IRA contributions were not deductible for Mass taxes, but I believe the SEP-IRA contributions were. Can you help me understand how to treat these contributions/distributions from the two different types of IRAs that belong to my husband? Thanks!
