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Retirement tax questions
I have a Roth IRA from Fidelity. They always enter T in Box 7 and TurboTax assumes that means the distributions are Massachusetts taxable. However, it is a Roth which fully meets all the criteria you have listed. Distributions are not taxed in the Federal return and the original conversion was held for over 5 years before the first distribution and I was well over the 59 1/2 year mark. How do I override the TurboTax taxability entry?
‎April 3, 2023
1:58 PM