turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ROTH Distribution Error for MASS Sched X

From reading similar posts, it appears that TT has had this issue for quite some time.

TT states the value for Sched X Line A is being pulled from Federal Form 1040, line 4a (taxpayer amount) less federal Form 1099R, line 1 where the type in box 7 is 6, 8, G, N or Q (except taxable amount for type 8)... However, Federal Form 1040 Line 4a includes ROTH distributions which are not taxable. The value for Sched X A should be pulled from Federal Form 1040 line 4b, the TAXABLE amount, otherwise Mass will be taxing any distributions from a ROTH IRA.

Am I understanding correctly that the recommended action to fix this is to file FED taxes 1st, then change the Dist. Code to a Q to do Mass Taxes??

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question