Retirement tax questions

You enter it as-is, but if it is eligible to not be taxed by MA, then you need to indicate so on one of the pages AFTER the main 1099-R form.   But if you select None of the Above...then it is taxable

 

See the following  (but this display is from a prior year, so selections may have changed somewhat)

___________________________

1099R_Massachusetts.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post