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Level 2
June 6, 2019
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Why is Qualified Roth Contribution being taxed in MA state return?

  • June 6, 2019
  • 1 reply
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I've entered a qualified roth distribution and it shows as non-taxable for Federal, but in my state return (MA), it's including the distribution amount.    I'm under 59 1/2, but it's a withdrawal of contributions and Roth had been open for 5+ years.
    Best answer by Cindy0H

    You are correct. Here is the key to fixing that.

    When you go through the Massachusetts interview, there is a page entitled "Taxable IRA/Keogh Distribution." This is where you can enter under "Contributions Previously Taxed by Massachusetts" the amount that should not be taxed.

    1 reply

    Cindy0HAnswer
    Level 10
    June 6, 2019

    You are correct. Here is the key to fixing that.

    When you go through the Massachusetts interview, there is a page entitled "Taxable IRA/Keogh Distribution." This is where you can enter under "Contributions Previously Taxed by Massachusetts" the amount that should not be taxed.