DavidD66,
Thank You for responding to my inquiry. For clarity I will use simplified dollar amounts. I have $300 in Rollover IRA withdrawals (taxable), $200 in Roth IRA withdrawals (nontaxable) and $100 in QCD withdrawals (nontaxable).
Turbotax 2024 Form 1040-SR Line 4a is $600, and Line 4b is $300 with “QCD” typed in. I believe these are all correct.
Turbotax Massachusetts 2024 Form 1 line 9 is $500, which I believe to be incorrect, since it is taxing my $200 Roth withdrawal. MA Schedule X lines 2 and 7 are also $500 (Incorrect). MA Schedule INC has the correct 1099’s listed, including the Roth and its own 1099.
My question is, why has Turbotax filled in the correct amounts on 1040 and the incorrect amounts on the MA Form 1 and Schedule X?
Thank you again so much for your help.
Briarwood97
