@sweadnerk thank you for the explanation you gave on the T vs Q roth coding - My inherited Roth was coded T on the 1099.
The program inserts regular Roth distributions on line A if they are coded T (exception applies) instead of Q (qualified).....I could figure out two ways to fix the problem of erroneously reporting it on schedule X. 1) Go back to the Federal 1099-R entry (after filing Fed taxes correctly) and changing the T to a Q so that the distribution no longer appears on MA schedule X, or 2) leave it on schedule X and type in the entire sum as already taxed, which seems lame. Turbotax could improve this.
In my case the Roth is an inherited Roth and meets all the time requirements (so was not taxed on my Federal) BUT the Roth was created and funded in NY state not MA. So with this difference my questions are:
1) Should MA state honor the Roth even through the state tax amount was collected by NY?
2) Can I use the 2nd option you listed above and enter the sum that was already taxed in NY state into this line "Total contributions previously taxed by MA" assuming it means the amount previously taxed by ANY state? I don't think they should be double state taxing this, right?
