I opened a traditional IRA in 2017, made nondeductible (after-tax) contributions to it using money from an MA employer, made contributions of the same type to it again in 2018, then did a "Backdoor Roth IRA" conversion in 2018.
When filing MA state tax, TurboTax lists "Your total IRA/Keogh plan distributions" as the total of all money that was converted from Traditional -> Roth.
I'm trying to figure out what to type in the "Other Contributions Previously Taxed by Massachusetts" and "Total Distributions Received in Previous Years" boxes.
1) "Other Contributions Previously Taxed": Should I be entering my 2017 traditional IRA nondeductible contribution amount in this box, or my all contributions (including 2018), which would make the taxable amount equal to the earnings that were converted, completely excluding the after-tax contributions? The sticking point here is that I want to verify that my after-tax contributions for 2018 should count as "previously taxed" in the same year, since they were done with after-tax funds.
2) "Total Distributions Received in Previous Years": Since the first time any money left the traditional IRA was in 2018 (for the conversion), I think this would be 0 for this year, but would the amount I converted this year count as a "distribution received" to be typed into this box a year from now, or should it not actually be counted as a distribution since it was actually a conversion?
