AmyC
Employee Tax Expert

Retirement tax questions

Since you have posted a response from the MASS DOR, you have clear legal authority and belief in their system that your inherited ROTH is not taxable. Keep the message and this Q & A for proof, in case you are ever audited.

 

I have been doing taxes a very long time and have seen many issues with MA and IRAs. Thank you!

 

Reference:

Mass Treatment of IRAs

Letter Ruling 82-124: Distribution to Beneficiary of an IRA 

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