Hello,
In 2019 I took distributions from an inherited Roth IRA. On the 1099-R, it showed the gross distribution correctly and the taxable amount as $0.00. (which is correct, imho) Unfortunately, they entered a code T, which means they do not know the original date that the Roth was opened. It was well before 2014, but I guess they didn't show that.
For my federal taxes, TT is correctly ignoring the distribution from my income. Unfortunately, it is adding that to my income for Massachusetts. I answered all the questions, saying it was an inherited Roth, my father passed in 2018, the previous owner opened it prior to 2015, and no, it does not qualify for a Disaster Distribution. But it still is counting it as income. Any suggestions on what I am doing wrong or how to tell TT that it is not taxable in MA?
Thanks
Mike
