RobertB4444
Expert Alumni

Retirement tax questions

You will have to manually adjust this amount on the Massachusetts return.  Massachusetts follows the same rules for taxable rollovers as the federal government does so you just need to go through the Massachusetts return and adjust the taxable amount of the rollover to zero to match the federal amount.  Massachusetts gets a copy of the federal return when you file so it will recognize the correct amount as long as you enter it.

 

@thuyh1121 

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