DianeW777
Employee Tax Expert

Retirement tax questions

Please clarify if you are still having the same experience with your Massachusetts (MA) state return?  When you get to the MA return double check you are answering the questions correctly for the Roth IRA.  In my test the Roth IRA did not carry to the MA as a taxable income.

 

Massachusetts generally does not tax qualified Roth IRA or Roth 401(k) distributions, following federal rules. If a distribution is tax-free on your federal return (held 5+ years and age 59½+, or meets exceptions), it is usually not taxable in Massachusetts. Non-qualified distributions, however, may be taxable on earnings. 

 

@user17705025772 

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