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Retirement tax questions
Did it show taxable on your federal return - MA treats IRA distributions similarly to the IRS. A Roth distribution is non-taxable in MA only if
- You are over 59.5 years of age and
- The account has been open for 5 years
If both of those are true, go back and check your 1099-R entry in the federal section and let us know what code(s) is in Box 7.
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‎February 25, 2026
6:13 PM