If you don't know the total distributions received in previous years from your IRA for your Massachusetts tax return, you can follow these steps:
- Reach out to the financial institution managing your IRA. They should have records of all distributions made from your account and can provide you with the necessary information.
- Each year you receive a distribution, your IRA custodian should send you a Form 1099-R. This form reports the total distributions for the year. If you have past Form 1099-Rs, you can use them to calculate the total distributions received in previous years.
The IRS offers detailed information on reporting IRA distributions. You can refer to their IRA FAQs and Publication 590-B
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